Structured notes are unique instruments designed to help investors achieve specific objectives in specific environments. Representing more than $3 trillion in assets globally, they have gained popularity in the U.S. market in recent years, and technology platforms have made these instruments more accessible to retail investors.
Author: Beau Noeske, CFA, CAIA
Beau Noeske is a Senior Investment Analyst at Envestnet | PMC and has over 17 years of manager research and due diligence experience. He is responsible for reviewing and conducting due diligence on Liquid Alternatives managers. Mr. Noeske started his career with FolioDynamix, where he served clients for more than a decade in the roles of Senior Investment Analyst, Director of Investment Analytics and Communication, and Portfolio Manager. As a Senior Investment Analyst, Mr. Noeske covered a broad spectrum of investment strategies across both equity and fixed income. As Director, he served as the Folio research team’s specialist in MSCI Barra program analytics and tax optimization. Additionally, he was a co-founder and Co-Portfolio Manager for Folio’s VisX program. Prior to joining Envestnet in 2018, Mr. Noeske was a Portfolio Manager with Logia Portfolio Management, where he researched investment opportunities, formulated capital market assumptions, and managed allocations for high net worth individuals. Mr. Noeske received a BBA in Banking and Financial Economics at the University of North Dakota and has earned the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. He is a member of the CFA Institute and CFA Society of Las Vegas.