Adaptive Market Shield
Adaptive Market Shield analyzes your portfolio’s diversification to identify market hedges at a fraction of the price of protective puts on individual names, all the while staying invested for stock upside. Advanced analytics include Risk Contribution and Backtest charts.
Stay Invested with Less Risk
Adaptive Market Shield is a specialized fintech and options-overlay portfolio strategy to provide downside protection for equity portfolios that can be calibrated to the target risk of a user or client even when the risk appetite is expressed as a conventional asset allocation such as 80/20 or 60/40.
Market Shield, in effect, can quote a current market price to buy down the risk of a diversified stock portfolio to an investor’s target risk even while preserving stock market growth potential.
The system analyzes an investor's specific underlying stock holdings to evaluate tracking error and correlation, generating a customized “shopping list” of put options to efficiently hedge either through indexes (e.g. Mini-SPX XSP or Micro Nasdaq-100 XND) or their ETF equivalents (e.g. SPY, QQQ).
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