WEBCASTS
Escaping the Devil's Bargain of Income Generation with an Active Approach
Investors are seeking new ways to generate portfolio income. Naturally, interest in derivative income strategies is on the rise. However, it pays to know what you own.
Research into high-income derivative covered calls strategies indicates a strong negative relationship between income and total return. Investors in such strategies without accounting for this tradeoff might have made a 'devil’s bargain'.
Join our discussion to review this research and how a highly active approach may be the antidote to the dilemma, led by Swan Global Investments and O’Shares Investments , hosted by VettaFi’s Todd Rosenbluth.
SUMMARY
Topics will include:
- An exploration of research concerning passive covered call income strategies.
- Overview of derivative income category and due diligence considerations
- A closer look at a distinct ‘active-active’ approach deployed in a new ETF, key points of differentiation vs other options-income strategies, and where it fits in the income sleeve of your portfolio.
Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees. CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Chris Hausman, CMT, CAIA
Senior Portfolio ManagerSwan Global Investments
Rob Swan
COO and Portfolio ManagerSwan Global Investments
Connor O'Brien
CEO and PresidentO'Shares Investments
Todd Rosenbluth
Head of ResearchVettaFi
Disclaimer
By registering, you are certifying that you are a financial professional and agree to share your data with VettaFi and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to VettaFi's Privacy Policy. You can unsubscribe at any time.