Kubence | Structured Notes

Next-Gen Selection Process

Institutional-grade note selection and portfolio construction. Every allocation decision is driven by rigorous quantitative and structural analysis.

Turnkey Operations

We handle sourcing, execution, rebalancing, and reporting. You focus on your clients. No lifecycle management burden on the advisor.

Active Management

Continuous monitoring of underlier correlations, barrier proximities, upcoming calls, and roll opportunities, ensuring your clients always have the optimal portfolio construction.

Income Strategies

Conservative Income

Target Coupon 7 – 11%

Downside Protection 35%+

Tenor 18 – 60 months

Autocallable notes on broad indices with generous barrier protection. Investment-grade issuers only. Designed for clients prioritizing capital preservation alongside income.

Broad indices only

Moderate Income

Target Coupon 10 – 15%

Downside Protection 25 – 35%

Tenor 18 – 60 months

Autocallable notes on indices and ETFs, with proprietary correlation analysis guiding underlier selection. Balances yield enhancement with meaningful downside structure.

Indices + ETFs

Aggressive Income

Target Coupon 15%+

Downside Protection ~25%

Tenor 18 – 60 months

Higher-coupon autocallable notes incorporating highly liquid single stocks alongside indices and ETFs. May include sector-specific and high-beta underliers for yield maximization.

Indices + ETFs + single stocks

Growth Strategies

U.S. Equity Buffer ETF Alternative

Downside Buffer Comparable to ETFs

Upside Uncapped

The familiar buffer ETF concept, executed better. Advisors routinely hold buffer ETFs past their outcome periods — resulting in capped upside and decayed protection. This strategy eliminates those structural disadvantages.

U.S. equity indices

Global Value Snowballs

Approach Value + Structured

Exposure International markets

Value investing meets structured notes. Snowball exposure to the world's most attractively valued markets, combining disciplined value principles with the asymmetric payoff mechanics of structured products.

International indices

Best-of Allocator

Approach Best-of payoff

Exposure U.S. + International

A single structured note strategy that captures the better-performing market between U.S. and international equities. Eliminates the need to constantly rebalance domestic and international allocations.

U.S. + international indices

Process

How It Works

Select a strategy based on client objectives and risk tolerance. Each strategy has defined parameters that make suitability assessment straightforward.

Kubence selects and allocates to optimal notes from top-tier investment-grade issuers, applying rigorous credit and structure analysis.

Active monitoring of observation dates, barrier levels, and call events. Kubence manages every lifecycle event so you don't have to.

Automatic rebalancing at maturity keeps client accounts fully invested and aligned with the strategy. No manual coordination required.

Managed Structured Note Portfolios

Conservative Income

Moderate Income

Aggressive Income

U.S. Equity Buffer ETF Alternative

Global Value Snowballs

Best-of Allocator

How It Works

Let's discuss how structured notes fit your practice.