WEBCASTS

From Niche to Necessity

Know What You Own: Understanding & Implementing Options Strategies

Options-based funds now represent $200 billion in assets. The once niche category is now mainstream, with a plethora of strategies to manage risk or generate income. But do investors truly understand what they own with options funds?

With Morningstar’s recent categorization of these funds, having a firm understanding of how they work and how to differentiate them is critical for investors. Join the experts at Swan Global for an educational exploration of options-based investing.

March 4, 2025
11 AM PT | 2 PM ET
1 CE Credit
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SUMMARY

Topics covered will include:

  • Morningstar's options category changes
  • Pros and cons of active vs passive options strategies
  • How to navigate various market conditions with options strategies

This program is pending acceptance for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP®

Director of Research & Client Portfolio Manager
Swan Global Investments

Jeff Thomas, CRPC®

National Director of Advisor Advocacy
Swan Global Investments

Kirsten Chang

Senior Industry Analyst
VettaFi

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