Defined Outcome Strategies
Protect your clients’ principal and lock in gains with actively managed solutions.
What are Defined Outcome Strategies (DOS)?
DOS solutions use actively managed bond and option portfolios to protect principal when markets falter while capturing upside when markets are rising.
Key Features
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Complete Flexibility
Give your clients exposure to a wide variety of markets, principal protection levels, and return metrics that best suit their legacy and lifestyle goals.
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Risk-Optimized Returns
Proprietary models run hundreds of thousands of scenarios to produce the optimum risk/return profile for every strategy your firm selects.
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Upside Capture
Active management ensures the options floor is ratcheted upwards as markets rise.
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End-to-End Model Delivery
Our experienced team of credentialed institutional traders and portfolio managers ensure your models are traded efficiently.