Matching Risk Tolerance to Buffers on the S&P 500
How could index-based defined outcome strategies help advisors manage risk and align to client risk tolerance? S&P DJI’s Shaun Wurzbach joins Innovator ETFs’ Bruce Bond, and Milliman’s Adam Schenck and Matt Kaufman to discuss the potential role of S&P 500 buffer strategies as risk management tools.
Dividend Aristocrats as Down-Market Buffers
How do S&P Dividend Aristocrats stack up to the benchmark when markets correct? S&P DJI’s Shaun Wurzbach and Rupert Watts join ProShares’ Simeon Hyman to discuss the potential risk/return benefits of these quality dividend growers.
The Market’s Impact on Defined Outcome Solutions
How can market participants use options as tools for achieving different investment outcomes or specific payoff structures depending on market environment? S&P DJI's Joe Kairen joins Innovator ETFs' Graham Day to discuss.
An Inside Look at the Cboe S&P 500 Target Outcome Indices
Matt Kaufman of Milliman and Berlinda Liu of S&P DJI discuss the new Cboe S&P 500 Target Outcome Indices -- passive strategies designed to provide market exposure, downside protection, and upside performance throughout market cycles.
Indexing to Access Predefined Outcomes
Watch Bruce Bond, Co-Founder and CEO of Innovator ETFs, and Joe Kairen, Senior Director, Strategy and Volatility Indices at S&P DJI, discuss how investors can gain passive exposure to predefined outcome goals through innovations in indexing.
The Next Generation of Risk Management S&P Managed Risk 2.0 Indices
Look inside an innovative managed risk strategy designed to stabilize volatility, reinforce core holdings, and protect on the downside without sacrificing potential gains.
Innovating for Insurance
Explore the mechanics of the S&P MARC 5% Index, a dynamic multi-asset strategy designed to protect on the downside while capturing greater potential for upside performance.
Implementing Managed Risk Strategies
Indices are democratizing risk management, bringing data and tools previously only available to large financial institutions to financial advisors. Milliman Financial Risk Management’s Adam Schenck joins S&P DJI’s Shaun Wurzbach and Vinit Srivastava to discuss applications and the range of markets tracked by the innovative S&P Managed Risk 2.0 Index Series. For more on this topic watch: The Next Generation of Managed Risk Strategies