Institutional Investors

Educational Opportunities for Institutional Investors

The world of investments is continually changing. New accounting, regulatory and compliance guidelines require you to offer unique investment solutions to your clients. Our industry experts share their specialized knowledge of the options market with you in live, one or two day seminars and educational webcasts that highlight portfolio management strategies and focus on the important role exchange-traded options play in safeguarding your business edge. Plus, register for MyCBOE below to receive email alerts on upcoming product innovations and other institutional-related topics of interest.

The Options InstituteLive Classes & Events

Options for Portfolio Management & Institutional Investors
Thursday and Friday, July 28 - 29, 2016
The Options Institute at CBOE
Attend LIVE at CBOE or Online

Whether you're looking to hedge a portfolio or generate income for a pension fund, discover how you can use options to help achieve your portfolio objectives. In this 2-day seminar, instructors with the CBOE Options Institute will lead a comprehensive discussion on options strategies and pricing dynamics for portfolio management, focusing on managing portfolio risk and targeting income objectives.

This seminar will cover such topics as:

  • Options Fundamentals
  • Options strategies for portfolio managers
  • Options price behavior theory and practical applications
  • Options pricing and market dynamics
  • Asset allocation, diversification, tail risk and benchmark indexes
  • Options and volatility myths and realities
  • Managing positions and options volatility risk
This course is accredited for 12.0 CPE/CFP credits.

Click here to register.