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Investment: Structured Notes

Structured Notes for Businesses: Make the most of your company’s excess cash

Invest excess cash.
Corporate diversification strategies.
Investment options with varying levels of capital protection.

Financial instruments that offer companies the potential for higher returns while diversifying their excess cash investments.

Structured notes are financial instruments designed to help companies make the most of their excess cash through strategies linked to different markets and financial assets. Depending on the structure selected, they may offer potentially higher returns than traditional short-term investments, with varying levels of capital protection.

They provide companies with another way to invest excess cash, diversify their financial strategies, and pursue better returns while maintaining flexibility across investment horizons and staying aligned with their treasury objectives.

Benefits of using Structured Notes to invest excess cash Benefits

Potential to earn higher returns than traditional short-term investments.
Greater diversification through exposure to a range of markets and financial assets.
Flexible terms tailored to your company’s liquidity needs.
Strategies available in Mexican pesos, U.S. dollars, and euros for companies with domestic and international operations.
A range of options offering partial or full capital protection depending on your company’s investment objectives.

Structured Notes for different investment objective

Monex offers a range of investment structures designed to help companies make the most of their excess cash, diversify their investments, and access return opportunities with varying levels of capital protection:

Dual Currency Note: A strategy for companies looking to make the most of their excess cash with the potential for higher returns while maintaining a conservative investment profile.
Accrual Range: A strategy designed to deliver attractive returns provided that certain financial variables remain within predefined ranges, with options that may offer capital protection.
Double No Touch: A strategy for companies looking to take advantage of stable financial market conditions to generate potentially higher returns.
Wedding Cake: A strategy that offers the potential for increasing returns over time, ideal for companies with defined investment horizons and gradual growth objectives.

Which Structured Note is right for your business?

Dual Currency Note: for companies with a conservative investment profile.
Accrual Range: for pursuing returns within predefined parameters.
Double No Touch: for stable market conditions.
Wedding Cake: for strategies designed to achieve gradual growth.

Choose the level of capital protection that best aligns with your investment objectives.

Protected notes

Designed for companies seeking partial or full capital protection while maintaining the potential to earn returns linked to the performance of different markets and financial assets.

Unprotected notes

Options for investors seeking greater return potential and willing to take on greater exposure to financial market movements.

Requirements to invest in structured notes

Have a brokerage account with Monex.
Complete the consent process to invest in Structured Notes.
Have a moderate or aggressive investment profile based on the applicable assessment.

Ideal for companies looking to:

Make the most of their excess cash.
Diversify their corporate investments.
Access strategies with partial or full capital protection.
Pursue potentially higher returns than traditional investments.

Monex, a leader in Structured Notes and derivatives solutions in Latin America

For more than a decade, Monex has been recognized by Structured Retail Products (SRP) as one of the leading institutions in structured note issuance and derivatives solutions in Mexico and Latin America.

These recognitions underscore our expertise in investment strategies, capital protection, and specialized financial solutions for businesses and investors.

Monex, recognized as a leader in Structured Notes and investment solutions

For more than a decade, Monex has received international recognition from Structured Retail Products (SRP) for its track record in Structured Notes, derivatives solutions, capital-protected products, and financial innovation across Mexico and Latin America.

These recognitions demonstrate our expertise in designing investment strategies for companies looking to make the most of their excess cash, diversify their investments, and access return opportunities tailored to different risk profiles.

Our areas of expertise include:

Excess cash investment strategies.
Structured notes offering varying levels of capital protection.
Investment solutions in Mexican pesos, U.S. dollars, and euros.
Corporate portfolio diversification.
Structures tailored to different investment profiles.
Access to domestic and international financial markets.

Key awards:

Best House México
Best House Foreign Exchange
Best Capital-Protected Distributor Americas
Most Innovative Product
Deal of the Year Latin America

Speak to a Structured Notes specialist

Our specialists can help you develop an investment strategy using Structured Notes to make the most of your excess cash, diversify corporate investments, and access options with varying levels of capital protection.