Adaptive Options Intelligence for Direct Indexers
Adaptive helps Direct Indexers efficiently implement custom collars to reduce risk, generate consistent income, & extend the tax alpha lifespan of separately managed account portfolios (SMAs). Reach out to discover how seamlessly Adaptive integrates into your current SMA infrastructure to drive tax efficiency, risk mitigation, & enhance income.
Purpose-Built for Index SMA's
Adaptive’s Options Intelligence engine is purpose-built for personalized options overlay strategies within passive, index-tracking accounts. Designed for broad deployment across indices ranging from the S&P 500 & Russell 2000 to the Nasdaq 100 & EAFE, Adaptive delivers:
• Targeted Yield Generation: Realize specific enhanced income targets such as 6% per year in call-writing income.
• Stay Invest with Less Risk: Dynamically manage portfolio risk by taking advantage of the portfolio’s diversification to hedge with cost-effective index puts & maintain an asset allocation downside risk level such as 60/40 even while staying long equities.
• Extended Tax Alpha: Particularly valuable for providers of mature SMA portfolios, our overlay strategies revitalize vintage vehicles that have otherwise largely exhausted tax-loss harvesting opportunities.