OI Research Grant Program
Why a Grant Program
The Options Institute is committed to its vision of Increasing Investor IQ. There’s no better way to do this than by supporting research that catalyzes the understanding and adoption of derivatives products.
The OI Research Grant Program awards grant recipients access to Cboe historical data sets to supercharge their research efforts.
Awarded research proposals fall into at least one of the following grant-eligible topics:
— Derivatives Products & Performance
— Operations & Risk Management
— Market Performance
— Decision Theory
Sponsored Grants
For the 2023 Program cycle, The Options Institute is excited to present two additional, sponsored research grants. Provided by our esteemed partners - S&P Dow Jones and MSCI - these grants will fund research in the areas of Dispersion and Inflation, respectively. Applicants interested in these areas should indicate so in their application.
The Options Institute S&P Dow Jones Indices Dispersion Research Grant
Sponsored by S&P Dow Jones Indices, this grant promotes Dispersion research and awards recipients with up to $35k worth of data.
The Options Institute MSCI Inflation Research Grant
Sponsored by MSCI, this grant promotes Inflation research and awards recipients with up to $35k worth of data.
Timeline
Call for Submissions:
November 1 through December 19, 2022
Committee Deliberation:
January 16-20, 2023
Grant Recipients Announced:
Week of January 23, 2023
Recipient Orientation and Research Kick-Off:
Week of February 1, 2023
All candidates will receive a confirmation email upon receipt of their completed application package. Depending on eligibility, application materials, and Committee approvals, the OI will reach out to candidate to schedule interviews.
Application Eligibility
Interested in applying? Please keep these Program guidelines in mind.
One:
Applicant must be a faculty member or student of a qualifying, accredited educational institution.
Two:
Applicant must have an established record of relevant experience and ability to complete the research project as proposed.
Three:
Applicant must not be a then-current Program recipient as of the time of Application submission.
Four:
Applicant acknowledges that the Grant is conditioned on the Program commitments, including, but not limited to, the following:
-
Monthly 30-60-minute meetings with assigned OI Grant Review Committee member to discuss research progress.
-
Completion of proposed research project using Cboe historical data sets (within agreed upon timeframe).
-
Delivery of white paper to Cboe and grant of usage rights provided for in the Research Grant Agreement.
-
Participation in 1-2 OI webinars to discuss research, progress, and/or results.
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Possible attendance (virtual or in-person) and research presentation at Cboe’s Risk Management Conference.
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Engagement in communications and inquiries related to the research with OI and other parties.
Five:
The OI's provision of Cboe historical data sets is subject to applicable policies and regulatory approval.
Six:
All awards are contingent upon the acceptance of the Research Grant Agreement.
