Unlock the Power of Futures in Equity Risk Management

Richard Yasenchak, CFA Senior Managing Director, Head of Client Portfolio Management
John Cardinali, CFA Senior Managing Director, Business Development
David Schofield President, Intech International

In the face of rapidly changing macroeconomic conditions, managing equity risk has become a paramount concern for institutional investors and their consultants. Traditional methods may fall short in today’s complex market dynamics. But what if there was a more innovative approach?

white paper cover

We invite you to explore our latest white paper, Implementing Futures to Manage Equity Risk: A Guide for Institutional Investors. This comprehensive analysis delves into the intricacies of using futures to manage equity risk, comparing the benefits and considerations of integrated futures strategies and overlay strategies.

In this paper, you will:

  • Gain a clear understanding of the differences between integrated and overlay approaches to implementing futures.
  • Learn from hypothetical illustrations that showcase the effectiveness and challenges of both approaches in managing equity risk and enhancing returns.
  • Discover a practical roadmap for implementing futures in your portfolio, emphasizing the importance of aligning your approach with your investment objectives, risk tolerance, and operational capabilities.

This white paper is designed to equip you with actionable insights and a deeper understanding of how futures can be a powerful tool in your portfolio. Whether you’re seeking to enhance returns, optimize capital efficiency, or gain precise control over risk exposures, this paper provides valuable guidance.

Don’t miss out on this opportunity to refine your investment strategy and navigate the complex landscape of equity risk management.