Emerging Opportunities for Income

Emerging Opportunities for Income

Under pressure to explore new ways to hedge their risks while cutting fee expenses, institutions are taking a fresh look at listed options — in some cases, at the expense of hedge funds. In search of great returns and limited risk, individual investors have long used listed options — a contract to buy or sell a security at a particular price — as a way to reduce risk in their portfolios.

A Smarter Way to Rebalance with the BuyWrite Index (BXM)

A Smarter Way to Rebalance with the BuyWrite Index (BXM)

Under pressure to explore new ways to hedge their risks while cutting fee expenses, institutions are taking a fresh look at listed options — in some cases, at the expense of hedge funds. In search of great returns and limited risk, individual investors have long used listed options — a contract to buy or sell a security at a particular price — as a way to reduce risk in their portfolios.

SpiderRock Advisors Named Finalist for WealthManagement.com Industry Awards

SpiderRock Advisors Named Finalist for WealthManagement.com Industry Awards

Under pressure to explore new ways to hedge their risks while cutting fee expenses, institutions are taking a fresh look at listed options — in some cases, at the expense of hedge funds. In search of great returns and limited risk, individual investors have long used listed options — a contract to buy or sell a security at a particular price — as a way to reduce risk in their portfolios.

Riding European Stocks Higher

Riding European Stocks Higher

Under pressure to explore new ways to hedge their risks while cutting fee expenses, institutions are taking a fresh look at listed options — in some cases, at the expense of hedge funds. In search of great returns and limited risk, individual investors have long used listed options — a contract to buy or sell a security at a particular price — as a way to reduce risk in their portfolios.

Want To Replace Your Hedge Fund Allocation? Here's One Option

Want To Replace Your Hedge Fund Allocation? Here's One Option

Under pressure to explore new ways to hedge their risks while cutting fee expenses, institutions are taking a fresh look at listed options — in some cases, at the expense of hedge funds. In search of great returns and limited risk, individual investors have long used listed options — a contract to buy or sell a security at a particular price — as a way to reduce risk in their portfolios.

SpiderRock Advisors Adds StratiFi's Option Solutions Business

SpiderRock Advisors Adds StratiFi's Option Solutions Business

 SpiderRock Advisors, LLC (SpiderRock), a rapidly growing asset management firm focused exclusively on providing customized option overlay strategies to advisors and institutions, today announced that it has entered into an agreement with StratiFi Technologies Inc. (StratiFi)to add StratiFi's investment solutions business to the company. 

Option Overlay: Solving Problems in Today’s Capital Markets

Option Overlay: Solving Problems in Today’s Capital Markets

According to a 2017 report by Cerulli Associates on usage among advisors who use any options,1 “on average, advisors use options in 21% of their clients’ accounts, and they expect to increase use by 30% in three years.” Furthermore, “One-third of advisors report never using options with conservative clients, and one-third report always using options for highly aggressive clients. This behavior may indicate preconceived ideas about the “riskiness” of adding options to client portfolios.”

Balancing Act: How To Readjust Soaring Client Portfolios Without Triggering Taxable Events

Balancing Act: How To Readjust Soaring Client Portfolios Without Triggering Taxable Events

The current bull market is a boon for investors, but advisors are understandably wary. Up almost 280 percent since hitting its March 2009 low, record high after record high too often signals a downturn to come. It could be debated that valuations are stretched, and hence they rightly wonder, what will it mean for portfolio allocations?