Detailed Performance Report
In-depth analysis of known positions with ability to upload CUSIPs purchased outside AAM's platform.
- Comprehensive analysis helps ensure appropriate allocation and diversification of issuers, credits, and objectives with a detailed breakdown of investment details.
- CUSIP detail reporting is readily accessible via AAMLive providing product-level analysis and performance metrics, such as pricing history and observation events.
- SP Radar identifies all “money-in-motion” opportunities, including call events and upcoming maturities.
- Money Trail data summarizes the portfolio’s income via coupon payments and identifies at-risk coupons utilizing our proprietary “Proximity Color Scale.”
- Call product volume analysis highlights potential call opportunities over the next six months.
For illustrative purposes only.
Why AAM Structured Products
Advisors can leverage AAM’s enterprise-level resources to meaningfully enhance the investor experience through expanded solutions, proven marketing tools, and customized sales support.
- Broad selection and transparent pricing with all major issuers
- Custom-built structures and add-on opportunities
- Personalized sales throughout pre- and post-trade lifecycle
- Ongoing portfolio reporting and CUSIP level trade monitoring
- Extensive marketing and education resources, with CE credit opportunities
- Customized due diligence and trading support
Our Sales Commitment
Our experienced sales team is committed to providing quality interactions and appropriate investment ideas that align with portfolio objectives. We offer full life-cycle support from introduction through trade execution including comprehensive trade analysis and ongoing portfolio review.
AAM's Trade Desk Advantage
AAM’s seasoned team of structured product traders are highly proficient in origination and workflow management and maintain long-standing relationships with most major issuers and banks. We provide advisors with well-vetted, quality investments, in an effort to deliver the most appropriate solution based on investor objectives.
Let's connect!
Interested in learning more about AAM's
structured product reporting capabilities?
Send us a message or call
(877) 769-7031
Structured products are complex and are not suitable for all investors.
Structured Products are sold only by prospectus. Investors should read the prospectus and pricing supplement carefully before investing which contains a detailed explanation of the risks, tax treatment, and other relevant information about the investment. Investors should consult their accounting, legal, or tax advisor.
For informational purposes only. Does not pertain to any security product or service and is not an offer or solicitation of an offer to buy or sell any product or service.
CRN: 2024-0904-11956 R | Current as of 9/4/2024
Structured products are complex and are not suitable for all investors.
Structured Products are sold only by prospectus. Investors should read the prospectus and pricing supplement carefully before investing which contains a detailed explanation of the risks, tax treatment, and other relevant information about the investment. Investors should consult their accounting, legal, or tax advisor.
For informational purposes only. Does not pertain to any security product or service and is not an offer or solicitation of an offer to buy or sell any product or service.
CRN: 2024-0904-11956 R | Current as of 9/4/2024