Indexed Risk Control™:
Bond Innovation & Risk Mitigation For The Modern Era
Fixed Income Core + Options Overlay
Indexed Risk Control™ is a new asset class combining the downside risk mitigation of fixed income with the upside potential of long-only call options linked to large cap US equities. The methodology is designed to protect portfolios from sharp downturns with benefits as the market recovers. Addressing the consequences of today’s bond market conditions, our risk management framework is intended to be used as an alternative to traditional fixed income or an overall risk mitigation solution.
– Matt Dines, Co-Founder & CIO, Build Asset Management
A Smoother Ride
During the market’s fastest drawdown on record, Build’s flagship Conservative strategy – which consists of over 90% fixed income - had a max drawdown of only 6.24%, while many other conservative strategies experienced a drawdown of 15% or more.*
Press, News, and Insights
401(k) Contribution Limits To Increase 10%; Majority Do Not Take Maximum Advantage
The Internal Revenue Service recently announced (via IRS Notice 2022-55) new employee-sponsored retirement account contribution limit increases effective in 2023. The headline limit adjustment was a 9.76% increase in employee elective deferral from $20,500 in 2022 to...
Uncertainty Makes Bond Duration Trade a Balancing Act
[UPDATED SEPTEMBER 2022] A few months ago a handful of economists were calling the inflation top, and some investors started betting on rate cuts in 2023. Fixed income investors that wagered on a bond rally were rewarded in July for extending duration in their...
Analyzing Implied Liquidity for a Specific ETF
Two weeks ago we wrote about how the liquidity of an ETF cannot simply be measured in the same way we evaluate a stock’s liquidity, even though they have similar trading characteristics. The interrelated factors driving an ETF’s liquidity are: 1) the flexible supply...