Chapter 3 of 4: Using options in portfolio management; Products and practical considerations
Options have had a colourful history and were perceived by many as complex derivatives after the financial crisis of 2008. But they have many uses in wealth management portfolios, including enhancing income and limiting risks. Gary Delany of the Options Industry Council talks to PWM's Yuri Bender about the advantages and pitfalls of trading US listed equity options and how wealth managers can best deploy these instruments in their clients' portfolios.