Zero Coupon + Option (Full & Partial) – a principal protection strategy that combines the use of zero coupon bonds to fully or partially protect the principal of a portfolio, while the remaining assets in the portfolio are invested in basic option strategies to replicate long equity exposures. Meant to be held through the maturity of the zero coupon instrument(s), this strategy offers full or partial principal protection, while providing synthetic long equity exposures through the option investments. This strategy maintains a long bias, through the option exposure(s); establishes a floor value of the portfolio at the term limit of the zero coupon bond and provides partial participation in rising markets through sophisticated option strategies.

Appropriate for private and institutional investors seeking an allocation to a strategy that offers increased certainty of returns, principal protection, and partial participation in rising equity markets. Available as a separate account with a $2.5 million minimum.

Request info >>