In The News

BLACKROCK TAKES MINORITY STAKE IN OPTIONS OVERLAY PROVIDER SPIDERROCK

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

INSIDE WEALTHMANAGEMENT.COM’S MIDYEAR REVIEW, DAVE DONNELLY OF SPIDERROCK ADVISORS DISCUSSES PORTFOLIO HEDGING AND INCOME GENERATION IN THE NEW VOLATILITY REGIME

SPIDERROCK ADVISORS’ CIO ERIC METZ SPEAKS WITH THE WALL STREET JOURNAL ABOUT MARKET VOLATILITY SURROUNDING THE PRESIDENTIAL ELECTION

Record 2018 Options Volume Driven by Financial Advisor Risk Management, Income Strategies

Emerging Opportunities for Income

With the Federal Reserve’s steady march toward normalized rates at the front end of the yield curve, U.S. Treasury yields on 1- and 2-year maturities have risen from next-to-nothing, to a potentially interesting baseline for investment. Today, the 2-year Treasury pays an annualized income of 2.53%*, 118 basis points higher than this time last year.

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

So how can advisors and their clients rebalance portfolios without incurring capital gains? Some are turning to a Buy-Write options strategy. The “Buy” part of the phrase includes stocks that an investor already owns, while “Write” refers to using options to rebalance the risk of client portfolios in a more tax-efficient manner.

Am I Eligible To Use The Strategy Center?

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua. At vero eos et accusam et justo duo dolores et ea rebum.

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.