A New ETF That Balances Income with Equity Returns
Making the Investment Case for Covered Calls
SWP wanted to bring a new ETF to the market. Their investment approach involved the complexity of a covered call overlay. With two white papers, Meridian Financial Communications provided a clear understanding of how a covered call strategy works and why it has a place in retirement accounts.
A New Approach to just "Buying the Market"
SWP understands that building an equity portfolio focused on growth and income requires a more sophisticated strategy than simply “buying the market” by investing in an index like the S&P 500 because today, the ten largest US stocks account for more than one- third of the value of the S&P 500.
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To convey this idea, which goes against traditional thinking, SWP needed a research-backed white paper.
The Solution to Rising Market Concentration
SWP faced the challenge of contextualizing the unconventional strategy of covered call investments in ordinary retirement portfolios.
The answer was a thoughtful and compelling white paper that examined the qualitative and quantitative value behind their approach.
