WEBCASTS
How to Use Options-Based ETF Strategies In a Portfolio
Options-based strategies, such as covered-call ETFs, are a solution for those seeking increased income alongside equity market participation. These ETFs offer a higher yield than dividends alone can produce but retain some participation in upside equity returns.
Join the Experts at Global X and VettaFi for a webcast unpacking how to use options-based ETFs to create stronger portfolios.
SUMMARY
Topics will include:
- How options-based and covered-call strategies work
- The projected income and return profile for covered-call ETFs and how they have performed historically
- How advisors should evaluate these products
- Where advisors are taking allocations from when using these ETFs, and the diversification benefits they offer
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.
SPEAKERS
Chandler Nichols
Product SpecialistGlobal X
Samuel Moore
Product SpecialistGlobal X
Robert Scrudato
Options Research AnalystGlobal X
Robert Huebscher
FounderAdvisor Perspectives
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