Be Your Own Safety Net
ZBIG stands for ZEGA Buffered Index Growth, which is ZEGA’s own Hedged equity program designed to be the safety net for your investments. Acting with a buffer zone, ZBIG allows you to gain from the market upside while protecting against sudden downward changes over a multi-year period.
ZEGA’s innovative Buffer Index Growth is a protected strategy built to safeguard your investments from sudden market downturns. Ideal for investors with moderate or aggressive risk tolerances, ZBIG is designed to either supplement or replace a large portion of your diversified portfolio.
How Does ZBIG Work for You?
ZBIG works to protect your important assets – in a BIG way. This option is designed to either complement or replace stock allocations, which often make up a large chunk of your well-diversified portfolio. A buffer zone is created by switching out more volatile stock risks with a short duration fixed income risk that stays comfortably within the buffered zone.
By incorporating ZBIG into your overall investment strategy, you’re providing peace of mind during tumultuous turns in the market.
Access Your Assets at Any Time
Not only does ZBIG provide 100 percent transparency when it comes to your investments, but it also ensures you have access to your assets at any time. Because there is no mandatory hold period, you can liquidate your assets with no redemption penalties.
Who Benefits from ZBIG?
This strategy is for investors with moderate to aggressive risk tolerance. ZBIG is designed to either supplement or replace your large-cap equity allocations. We offer three different options – leveraged, standard, and IRA. Each one is built with a different type of client in mind, creating an inclusive and specialized product for your account type.
Learn More About Our ZBIG Options
Our leveraged option is ideal for the investor looking to match stock market performance in up years with protection against moderate declines in the S&P500. With a leveraged ZBIG portfolio, you should expect stock market exposure paired with a highly diversified, short duration high yield fixed income portfolio and feel comfortable with the associated downside risks. In general, this option works best for those with a stock-type risk tolerance.
The ZBIG standard works to reduce portfolio volatility without limiting exposure to market growth. This option is best for clients looking to capitalize on upward market moves while still seeking equity protection.
Because we’re here to help safeguard your future, this ZBIG option is specifically designed for use in an IRA account. This is for the investor playing it safe with their future earnings, but still looking to capture between 60 and 75 percent of the upside of the stock market while only carrying risk associated with the short-term high yield market.