Protecting equity gains through options

We examine how vanilla options can be used by pension plans who want to maintain their exposure to equities but also want greater control over the eff ect on their funding level. We will:

  • Introduce options and option based strategies
  • Show how options can be used to give greater certainty over the potential returns generated from an equity portfolio
  • Examine some important considerations for investors to address before using option strategies.

The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.