In The News

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.

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.

WealthManagement.com published Dave Donnelly’s, Partner and Managing Director, thought piece on put selling in today’s market in their MidYear Outlook…

NEW YORK–(BUSINESS WIRE)–BlackRock (NYSE: BLK) and SpiderRock Advisors have entered into a strategic venture to expand access for wealth firms and financial advisors to professionally managed, options-based separately managed account (SMA) strategies.

SpiderRock Advisors is a leading provider of customized options strategies in the U.S. wealth market and manages approximately $2.5 billion in client assets as of March 31, 2021.

The investment in SpiderRock Advisors adds to BlackRock’s personalization and tax management capabilities for SMAs and builds on its acquisition of Aperio.