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All Options on the Table: Three Ways Options-Based Strategies Address Portfolio Challenges

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This presentation breaks down the options-based strategies category in Morningstar into three sub categories that better characterizes the three different types of strategies by their specific objectives.

  • Learn the three types of options based strategies and how they can address portfolio needs
  • Learn their basic structures, ideal conditions, and risks; and review key due diligence questions to ask any options-based strategy manager for more informed decisions

Marc Odo, CFA®, FRM, CAIA, CIPM, CFP®

Client Portfolio Manager, Swan Global Investments

Marc Odo, CFA®, FRM, CAIA, CIPM, CFP®, as Client Portfolio Manager, is responsible for helping advisors gain a detailed understanding of Swan’s Defined Risk Strategy, including how it fits into an overall investment strategy. His responsibilities also include producing most of Swan’s thought leadership content. Prior to Swan, Odo was Director of Research for 11 years at Zephyr Associates, developing next generation risk analytics. Before that he was a portfolio manager with Accessor Capital Management, a mutual fund company; and an investment analytics team member at Pacific Portfolio Consulting, an RIA catering to high net worth individuals and ERISA plans. 

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All Options on the Table: Three Ways Options-Based Strategies Address Portfolio Challenges
Open to view video.
Open to view video.
Exam
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available