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26 June 2024 | 2:10 PM - 3:00 PM

Decoding Options-Based Funds

Funds that use covered call and defined outcome strategies aren't new, but investors' interest in them has exploded in recent years. The derivative income and options trading Morningstar Categories have seen inflows of almost $100 billion over the past three years. Our panelists are among the top portfolio managers in this burgeoning market, and they will discuss the advances made to these strategies and how they fit in an investor's portfolio.

Speakers

Director of Passive Strategies Research, North America

Bryan Armour

Director of Passive Strategies Research, North America
Morningstar Research Services LLC
Portfolio Manager

Hamilton Reiner

Portfolio Manager
J.P. Morgan Asset Management
Managing Director

Alex Zweber

Managing Director
Parametric