Institutional Investor Hedging
Institutions that have a mandate to be long equities, particularly US equities, we have a complimentary service for you to consider.
Institutions who wish to bolster the performance of their stock selections can gain access to our sister company with a 10 year track record of hedging for large institutions and adding 6% per year ON TOP OF underlying equity performance.
The strategy that we and our sister company employ, namely a buy-write or covered call, has considerable research backing its long-term efficacy. Numerous academic and industry research papers and periodical articles have explained the benefits of this strategy. On our resource page, we list the studies done by Ibbotson Associates, Callan Associates, CISDM (Center for International Securities and Derivatives Markets), Goldman Sachs, and others.
The data from these studies demonstrates how this type of hedged portfolio has reduced volatility and often improved overall performance as compared to a benchmark such as the S&P 500. Of course, past performance is no guarantee of future results.
StakeHolders Capital is the first to provide a proprietary conservative options hedging service to socially responsible mutual funds, corporations, foundations, religious organizations, and other non-profits around the world.
- Self-funding
- Minimal set-up
- Reduced volatility
- Top tier reporting and communication
