
GIPS Performance Update
ZEGA recently switched GIPS verification services and reorganized our composite structure. As a result, we have updated on our website and the results can be found on our product pages.
ZEGA recently switched GIPS verification services and reorganized our composite structure. As a result, we have updated on our website and the results can be found on our product pages.
For clients enrolled in the ZBIG Strategies set to mature in December 2019, positions were rolled yesterday to higher levels and moved out to the year 2021. The market’s run to near all-time highs, gave us an opportunity to lock in gains and move up the buffer level.
Click here for a PDF version of our July performance numbers.
It has been refreshing lately to turn on the various financial news outlets to find guests speaking about portfolio hedging. Of course this is nothing new for ZEGA.
The triangle symbolizes delta. Delta represents the change in something else and is quite relevant when we talk options. You see, an option’s Delta represents what the change in its price will be due to a 1-point change in the underlying.
With the close of the 2nd quarter of 2019 its time again to review how our Buy and Hedge Master Composite is compared to other managers in the hedged equity space. This includes not only separately managed accounts (SMAs) but also various mutual funds.