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Objectives-Based Investing Using Modern Technology and Techniques
Released on Wednesday, August 5, 2020•TECHNOLOGY
Many traditional options investments and overlay strategies are rules-based, and therefore rigid. Selling covered calls may be an excellent strategy in stable markets, but a vulnerable strategy when volatility increases. Using investment objectives as an input, rather than strict trading rules permits strategies to adapt more readily as market conditions change, while still adhering to strict risk controls than other approaches. Michael Khouw will discuss the technological approach that Optimize Advisors has taken, provide examples of strategies that were used in different market regimes, and discuss the investment results that were achieved using these methods through the business cycle.
Michael Khouw
Optimize Advisors, LLC,
Chief Investment Officer
Michael Khouw is a 20- year veteran of the financial services industry with broad experience as a strategist, analyst, portfolio manager and proprietary trader of equities, commodities, and equity and index derivatives for both buy-side and sell-side firms. He is the co-author of The Options Edge (Wiley 2016), a comprehensive guide to understanding the value of options, optionality, volatility, and strategy for both retail and institutional investors that includes practical real-life examples of do's and don'ts for everyone from options novices to seasoned practitioners.
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