Select Your Location
View available investments and insights in your market
Americas
Europe and the Middle East
Asia Pacific

Option Strategies

The content you are trying to access is not available for the global audience. It is available in Luxembourg.
Investment Strategies > Option Strategies

Option Strategies

Over a decade of experience in developing and delivering options solutions for clients.

  • Offers a suite of structurally lower-volatility strategies designed to improve portfolio risk efficiency and to generate income.
  • We seek long-term profits by consistently collecting option premiums in a liquid, risk-managed framework.
  • Our collateralized option strategies offer customizable, transparent solutions to monetize equity market volatility and to generate income in a cost-effective manner.
  • Return distributions generated through systematic index option strategies can decrease portfolio volatility by emphasizing consistency, multidimensional diversification and downside mitigation.
Solving for Today’s Portfolio Challenges
Strategies offer several attractive characteristics versus traditional asset classes and are designed for periods of higher volatility, rising rates and lower equity returns
Today’s Portfolio Challenges Today’s Portfolio Challenges
Key Features of Index Option Writing
Key Features of Index Option Writing Key Features of Index Option Writing
Avoid and Seek Avoid and Seek
Option Group Solutions
Our strategies are built around our core competency and follow a common philosophy
Solutions Solutions

 

 


Customizable Implementation
Investor Objectives

Lower-Volatility Equity
Income
Uncorrelated Return
Portable Premium

Customization
Return Level

Higher → “At the Money”
Lower → “Out of the Money”

Underliners

Global
U.S.
Europe
Asia
Emerging Markets
Fixed Income Collateral

Portfolio Fit & Risk

Beta (0.0 ‑ 1.0)
Correlation vs. Equity (0.0 ‑ 1.0)

Implementation
Account Type

Fully Funded
Overlay

Equity Index Options

Exchange Traded
Liquid
Scalable
Cost Effective

Management

Derek Devens, CFA
Senior Portfolio Manager
28 Years of Industry Experience
9 Years with Neuberger Berman
Rory Ewing
Portfolio Manager
22 Years of Industry Experience
9 Years with Neuberger Berman
Eric Zhou
Portfolio Manager
13 Years of Industry Experience
9 Years with Neuberger Berman
Rachel White, CFA
Portfolio Specialist
10 Years of Industry Experience
6 Years with Neuberger Berman