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SpiderRock Advisors is an asset management firm focused exclusively on delivering option-based solutions and strategies to Financial Advisors and Institutions. Combining world-class technology with comprehensive derivatives expertise, SpiderRock Advisors is making it easy for Financial Advisors and Institutions to incorporate options into their businesses.

Eric Metz

CFA - President and Chief Investment Officer

Award Category
Asset Managers > Thought Leadership Product Enhancement
Portfolio Hedging Solutions Suite

SRA’s Portfolio Hedging Solutions Suite comprises a range of option overlay strategies which deliver targeted levels of portfolio protection. Whether the investor is allocated to mutual funds, ETFs, SMA equities, single stocks or a combination thereof, the Portfolio Hedging Solutions Suite applies an option overlay customized to the client’s portfolio size and equity beta exposure. By providing these risk management solutions without the need to swap one holding for another (the nature of overlay), investors can add a meaningful layer of risk reduction to their existing portfolio without the need to sell existing holdings or trigger a capital gains liability. Offering a range of risk-reduction levels, Advisors can add protection appropriate to each client, regardless of account size, holdings or custodian.

Concentrated Stock Hedging Video
Portfolio Hedging Solutions Suite
RESOURCE MidYear Outlook Volatility has Returned: Challenges and Opportunities in 2020

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to: