In The News

BlackRock to Acquire SpiderRock Advisors

BlackRock has entered into a definitive agreement to acquire the remaining equity interest in SpiderRock Advisors, following a minority investment in 2021. We have seen growing client demand for SRA’s customized option overlay strategies and this acquisition will help BLK to capitalize on that momentum. This transaction will allow BLK to fully integrate SRA’s team and capabilities into our U.S. Wealth Advisory business, expanding the toolkit through which BLK will directly provide wealth firms and financial advisors access to options-based separately managed account (SMA) strategies.

For the 2024 Program cycle, the Options Institute is excited to present SpiderRock Advisors

The Options Institute SpiderRock Advisors Derivatives Solutions for Private Wealth and Institutional Investors Research Grant. Sponsored by SpiderRock Advisors, this grant promotes Derivatives Solutions for Private Wealth and Institutional Investors research and awards recipients with up to $35k worth of data.

Luma Financial Technologies and SpiderRock Advisors Partner

Luma Financial Technologies and SpiderRock Advisors Partner to Offer Structured Note Replication Strategies

60/40 is Dead. Long Live 80/20/40.

The traditional 60/40 portfolio—a mix of 60% stocks and 40% bonds—is suffering through one of its worst periods in history. Although the demise of the 60/40 portfolio has been predicted before, investors may now face a new regime of high inflation and rising correlations between equities and fixed income.

Talk Your Book: I Need To Do Some Hedging Trades

SpiderRock Advisors’ own Eric Metz recently joined the Animal Spirits podcast for a great discussion focused on the many use cases of option overlays. Specifically, ways to de-risk concentrated stocks, portfolios, and use options as a tax loss harvesting tool.

Recovery Without a Recovery published Dave Donnelly’s, Partner and Managing Director, thought piece on put selling in today’s market in their MidYear Outlook…

Am I Eligible To Use The Strategy Center?

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Maisie Hughes

Head of Family Office Services

Maisie is responsible for business development and client portfolio management for SpiderRock’s family office clients and prospects. She began her career at Goldman Sachs Asset Management, and since 2006 has worked with institutional clients in a business development capacity in both traditional and alternative asset classes. Prior to joining SRA, Maisie was a Vice President and Business Development Manager at Wellington Management Company in Boston where she worked to broaden the scope and scale of the firm’s engagement with family offices, wealth advisors and private investors. Prior to Wellington, Maisie spent 7 years on the business development team at AQR Capital Management in Greenwich, ending as a Vice President responsible for institutional sales and relationship management in the Southeast and Mid-Atlantic United States as well as Canada.