Hedged Equity – Next-Gen Diversification
CFP CE Credit Webinar, Hedged Equity – Next-Gen Diversification
Online Tue Sept 26 1:00pm EDT
Phillip Toews, CEO, Portfolio Manager leads advisors through building portfolios that are more resilient and offers a tutorial on a more agile approach to risk management compared to buffer funds.
Advisors will step into the engaging world of options hedged US equity strategy and the mechanics of selecting a risk managed sleeve of diversified investments aimed at potentially generating prospective returns tailored to various market cycles. Gain a fresh perspective on the pros and cons of evaluating hedged equity strategies and options available in the marketplace.
You’ll learn about:
- Hidden Risk in a Portfolio which Leads to Imbalance
- Why Build Portfolios for Worst Case and Best-Case Scenarios?
- Pros and Cons of Evaluating Hedged Equity Strategies
- Income Generating Option Writing and Dynamically Managed Options Overlay
- Rethinking Buffer Funds in a Portfolio
- S&P 500 Index Exposure
