Client Type: Global Hedge Fund
Sector: Structured Products & Alternatives
Location: United Kingdom
Challenge:
The fund sought to offer exposure to exotic and longer-dated investment strategies, but traditional fund structures limited access to them. Many investors were unable to allocate directly due to regulatory, jurisdictional, or mandate constraints.
Solution:
- Designed and launched a bespoke structured note issuance program
- Partnered with banks to act as external conduits, enabling indirect investor access
- Packaged hedge fund strategies into notes with flexible formats –including yield-enhanced and principal-protected variations
- Opened access to investors who couldn’t invest directly in the fund but could participate via structured notes
Result:
- Unlocked new AUM from segments previously out of reach
- Extended duration of capital and improved revenue stability
- Increased product diversity without operational strain on the fund
Value Delivered:
Converted complex internal strategies into bank-distributed structured notes – expanding access, growing AUM, and deepening investor reach through innovative packaging.