Beyond Borders: The Significance of the S&P 500 in Options-Based Strategies
In the U.S. market, options-based ETFs have experienced exponential growth in recent years, with total assets reaching USD 245 billion as of December 2025. These strategies have been increasingly adopted as mainstream tools in portfolio construction, offering more predictable outcomes and income diversification. Other regions are catching up with this trend at varying rates, with…
Indexing Modern Income: Covered Calls Uncovered
Capital markets offer several primary sources of income to investors, including money market interest, bond coupons and stock dividends. Alternative sources of income abound and, most recently, innovation within the exchange-traded fund (ETF) industry has introduced options-based income strategies to a wider range of market participants. In the U.S., investors both large and small have…
Systematic S&P 500 Strategies Targeting Stability and Growth Potential
Meet the S&P 500 Futures Intraday Edge Indices, a dynamic index series built to react to changes in market conditions as they seek to capitalize on trends, optimize S&P 500 exposure, maintain stability and enhance growth potential.
Defining Paths: The Expanding Landscape of Options-Based Index Strategies
The investment landscape is in a perpetual state of evolution, with market participants continually seeking innovative tools. In recent years, options-based strategies—particularly those delivered through an ETF wrapper—have surged in popularity. Once the domain of institutional investors or structured product users, options-based strategies like covered call and buffered strategies have been democratized. This growth represents…
- Categories Multi-Asset
- Tags CBOE S&P 500 BuyWrite Index, covered calls, IIS, multi-asset, options, options-based strategies, S&P 500 10% Buffered Index December Series, S&P 500 10% Buffered Index June Series, S&P 500 10% Buffered Index March Series, S&P 500 10% Buffered Index September Series, target outcome
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- Multi-Asset
S&P 500 in Focus: Global Trends and Local Insights
How is the continued evolution of the S&P 500 ecosystem helping market participants around the globe express views and manage risk? S&P DJI’s Tim Edwards and Cboe Global Markets’ Mandy Xu explore how the iconic index reflects global trends and how network effects are helping bring increased transparency and price efficiency to markets around the world.
S&P 500 FC 7% Index: The Gold Standard of Indices Meet’s Today’s Technology
Look inside the S&P 500 FC 7% Index, an innovative index that seeks to provide optimized exposure to the S&P 500 via BofA’s Fast Convergence technology by using intraday volatility signals to adjust component allocations to systematically increase stability and limit exposure to large drawdowns.
Unlocking the Advantage of Volatility-Control Innovation
How are indices using new risk-control techniques to help enhance stability and responsiveness to evolving market conditions? Look inside the S&P 500 Advantage Index and explore how this innovative tool observes intraday volatility and uses estimations of future market movements to dynamically adjust its weights between equity and cash to navigate potential market declines and…
Tactical Exposure to U.S. Asset Classes
How are multi-asset indices combining diversification and tactical signals to meet the challenges of today’s unpredictable markets? Meet the S&P U.S. Tactical Multi-Asset 4.5% TCA 0.65% Decrement Index, a rules-based solution that uses signals to dynamically adjust long and short exposures to its U.S. equity and fixed income components, all while targeting a 4.5% volatility…
A Diversified Strategy for the 21st Century
How are multi-asset indices with built-in adaptability and risk mitigation helping market participants? Meet the S&P Global Diversified 7.5% Index, a multi-asset index designed for today’s markets, reflecting diversification across regions and asset classes and incorporating dynamic signals to help mitigate market uncertainty.
Defining Outcomes Systematically with Indices
How are index innovations helping market participants address volatility and uncertainty? S&P DJI’s Anu Ganti and Calamos Investments’ Matt Kaufman discuss index-based approaches to defined outcomes.
