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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> income generation

Advisors often utilize options to manage portfolios

Posted by RJ and Makay on May 16, 2011

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U.S. advisors are using options markets more frequently, and those with larger assets under management (AUM) are significantly more likely to utilize these markets than peers with smaller assets under management, according to an industry report.

Of advisors with $500 million or more AUM, 94% bought or sold equity options in the past year, according to Bellomy Research Inc.’s survey of more than 600 U.S. advisors for the Options Industry Council (OIC) report “Financial Advisor Benchmark Study.” The survey also found that: