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.
Core Implications for S&P 500® Sectors
How are some financial advisors using S&P 500 sectors as a core replacement and risk mitigator? Swan Global's Sean McCaffrey joins S&P DJI's Shaun Wurzbach and Anu Ganti to discuss how sector and industry data is informing strategic applications of S&P 500 sectors.
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.
Redefining Tactical as Participation with Protection
Explore how sector weights and options influence risk/return with Swan Global Investments’ Randy Swan and S&P DJI’s Shaun Wurzbach. For more from S&P DJI and Randy Swan watch: Using Core Sectors to Define and Manage Risk. Using Core Sectors to Define and Manage Risk.