[Investment management strategies can be created and fashioned to meet specific investor needs. An interesting example is how option income strategies can be tailored to High-Net-Worth (HNW) individuals and families.
[Asset managers and financial advisors are increasingly discovering the advantages of alternative assets and introducing them into their client portfolios.
[Structured notes are debt securities that are generally manufactured and distributed by banks and have been available to mainly institutional investors in the US since the late 1990s.
[The crunching and evaluating of statistics can lead to vastly different outcomes depending on one’s mindset, approach, or biases coming into the equation.
[The opening up of the private credit and lending market by new more entrepreneurial and tech-enabled players brings a wealth of new and enhanced alternative income investment options for investors.
[The current VUCA environment (Volatility, Uncertainty, Complexity, and Ambiguity) is presenting a growing challenge to the investment management industry.
[Acknowledging the 50-year anniversary of the launch of exchange-listed options (4/26/1973), we decided to explore how options – a derivative alternative tool - can play an important part in asset management to enhance income, dampen volatilit