In The News
BlackRock to Acquire SpiderRock Advisors
BlackRock has entered into a definitive agreement to acquire the remaining equity interest in SpiderRock Advisors, following a minority investment in 2021. We have seen growing client demand for SRA’s customized option overlay strategies and this acquisition will help BLK to capitalize on that momentum. This transaction will allow BLK to fully integrate SRA’s team and capabilities into our U.S. Wealth Advisory business, expanding the toolkit through which BLK will directly provide wealth firms and financial advisors access to options-based separately managed account (SMA) strategies.
For the 2024 Program cycle, the Options Institute is excited to present SpiderRock Advisors
The Options Institute SpiderRock Advisors Derivatives Solutions for Private Wealth and Institutional Investors Research Grant.
Sponsored by SpiderRock Advisors, this grant promotes Derivatives Solutions for Private Wealth and Institutional Investors research and awards recipients with up to $35k worth of data.
60/40 is Dead. Long Live 80/20/40.
The traditional 60/40 portfolio—a mix of 60% stocks and 40% bonds—is suffering through one of its worst periods in history. Although the demise of the 60/40 portfolio has been predicted before, investors may now face a new regime of high inflation and rising correlations between equities and fixed income.
Talk Your Book: I Need To Do Some Hedging Trades
SpiderRock Advisors’ own Eric Metz recently joined the Animal Spirits podcast for a great discussion focused on the many use cases of option overlays. Specifically, ways to de-risk concentrated stocks, portfolios, and use options as a tax loss harvesting tool.