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StratiFi Presents at Inside ETFs

Ciaran Rogers | February 27

StratiFi Presents at Inside ETFs

On January 23-25, the leadership team of StratiFi had the unique pleasure being a featured speaker at the 2017 Inside ETFs conference. With over 2000+ attendees, Inside ETFs is the largest conference of its kind in the world. For the team at StratiFi, attending made a lot of sense. The growth in options transactions is directly tied to the proliferation of ETFs as an investment vehicle. The conference is also a massive aggregation of investment advisors, and the team was busy meeting with clients, both new and old. Along with these meetings, the team gave a presentation entitled, “Improve Investment Outcomes with Option Overlay Strategies.” The talk spoke about two foundational concepts around StratiFi’s business: harnessing volatility to hedge a client’s portfolio and the positive effect that can have on an advisor’s business (Download the presentation). By using StratiFi’s option overlays, and being long on volatility, advisors have the potential to lower clients’ risk, reduce drawdowns and increase client retention. Along with the presentation, the leadership team also demo’d our portfolio risk analysis tool called PRISM. It goes through a given portfolio to find hidden risks such as tail risk and correlation risk that are not accounted for by many traditional risk measurement systems.

To learn more about the truth behind asset correlations and volatility, click here for our complimentary eBook "The Five Myths that Put Portfolios at Risk: Revealing the truth and improving investment outcomes using options."