Why Use Buffered ETFs Now: Finance Pros Share Their Tips and Best Practices


Mall investors choose to stay out of volatile markets, pulling their investments to wait for brighter days, but this strategy can set clients back on their financial goals. Retirees are especially looking for consistent income generation and probably can’t afford not to participate in the markets.

In the next webcast, Why Use Buffered ETFs Now: Finance Pros Share Their Tips and Best Practices, Brendan Cavanaugh, ETF product specialist at Allianz Investment Management LLC; Todd Harris, registered director at Angelo Planning Group, LLC; Virgil Kahl, chairman and owner of Spring Ridge Financial Group; and Gregory Frank, Director of Financial Analysis at Spring Ridge Financial Group, will discuss how they incorporate buffered ETF strategies into client portfolios and the results they have seen.

Allianz offers a suite of buffered earnings ETFs designed to expand the risk management solutions available to investors. The cheapest buffered ETFs on the market seek to match the returns of the S&P 500 Price Return Index up to a stated cap while providing a level of risk mitigation through a buffer against the first 10% and 20% of the price return S&P 500 Index losses. The suite includes:

ETFs follow a 12-month earnings period. Each earnings period reflects a new cap established commensurate with prevailing market conditions, allowing investors to remain invested with a level of risk mitigation.

Moreover, the AllianzIM US Large Cap 6 Month Buffer10 Apr/Oct ETF (SIXO) and the AllianzIM US Large Cap 6 Month Buffer10 Jan/Jul ETF (SIXJ) follow a six-month results period. ETFs seek to match the returns of the S&P 500 Price Return Index up to a specified cap while providing downside risk mitigation through a buffer against the first 10% of price return index losses. S&P 500 price over a six-month period for new adopters. or short-term money, tactical advisers.

AllianzIM Buffered Earnings ETFs build on AllianzIM’s core strengths, including risk management experience and in-house hedging capabilities. As a member of one of the world’s largest diversified insurance and asset management companies, AllianzIM is powered by the same proprietary in-house hedging platform that is used by affiliates to help manage over 145 billion dollars of assets covered for institutional retail investors worldwide. Offering a new way to help investors mitigate risk and reduce volatility, these ETFs complement Allianz Life’s suite of annuity and life insurance products.

AllianzIM Buffered Outcome ETFs provide institutional risk management for the retail investor.

“A growing series of ETFs designed to bring our in-house hedging capabilities and risk management experience to the retail investor,” according to AllianzIM. “Designed to help mitigate risk and reduce volatility, Buffered ETFs allow investors to participate in the growth potential of equity markets up to a defined ceiling, with an explicit downside buffer.”

Financial advisors interested in learning more about the buffered-results ETF strategy can register for the Tuesday, August 16 webcast here.

Learn more at ETFtrends.com.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


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