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Understanding the Role of Options Strategies for Income and Risk Management

Topic

Investment Planning

Program ID

334162

Hours

1

Format

Self-Study / Recorded webinar

Complexity

Intermediate

Description

Experts will discuss the current options market environment, define what actively managed options-based strategies are, explore how the combination of passive equity investing with active risk management strategies can help advisors develop potential options-based strategies within portfolios and best practices. Panelists will also touch on the potential opportunities and risks of active versus passive managed options strategies as means to generate income within portfolios, identify possible tools and resources to help advisors develop and implement appropriate potential actively managed derivative covered calls strategies to generate income within portfolios and potential strategies to diversify portfolios.

Learning Objectives

By the end of the session, attendees will understand an overview of the current options market environment, an overview of actively managed options-based strategies when developing portfolio strategies, the potential pros and cons of active vs passively managed options-based strategies within portfolios, the possible tools and resources to help advisors implement actively managed option-based strategies in portfolios and potential strategies to diversify a portfolio.