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ZEGA’s July 2022 Performance Numbers Release - Compliance with GIPS®

Download the latest version of ZEGA's performance release. ZEGA has claimed compliance with the Global Investment Performance Standards

Buy and Hedge Retirement Update and Peer Performance Review

August 3, 2022 Buy & Hedge Hedging Option Trading

This week you may notice some adjustments within portfolios as the ZEGA traders look to rebalance a bit by reinvesting some avoided losses. Typically, we have several tranches or expirations on at a time. As those move towards maturity, we roll them forward to a future expiration. The benefit of having these dates spread apart is the ability to monetize hedges via reinvesting avoided losses.

Buy and Hedge Retirement Update: Explaining Our Fixed Income Hedges

July 28, 2022 Buy & Hedge ETFs Hedging Interest Rates Option Trading S&P 500/SPX

Users of our Buy and Hedge Retirement strategy know that the portfolio is made up of long call options that own a notional amount of the S&P 500 index, and yield producing positions which is currently in fixed income.