We offer a broad range of overlay options designed to improve expected returns, reduce absolute and relative risk, and minimize transaction costs.
- Tune portfolio exposure to various market factors that drive portfolio risk and return
- Calibrate portfolio to specific levels of risk, exposure, and/or liability stream
- Adjust portfolio exposure in a cost-efficient and tax-efficient manner
- Insulate the portfolio from extreme market risks or downside potential
- Harvest an uncorrelated source of return/income for the portfolio through options strategies