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.

October 25, 2023
11am PT | 2pm ET
1 CE Credit
Already Registered? Click here »


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.


Chandler Nichols

Product Specialist
Global X

Samuel Moore

Product Specialist
Global X

Robert Scrudato

Options Research Analyst
Global X

Robert Huebscher

Advisor Perspectives

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