Simplifying Buffered ETF Implementation
Your clients want equity upside with a measure of downside protection. Buffered ETFs can help—but getting the fit right means navigating caps, buffer levels, and outcome periods. FINIAT offers prebuilt buffered solutions as well as the technology to navigate buffered selection seamlessly.
Challenge
Why Buffered ETFs?
Upside Participation
Downside Protection
Stay invested in the market’s potential while taking some of the edge off its ups and downs. Buffered ETFs offer a way to participate in market gains, up to a cap, with a defined buffer against certain losses over a specified outcome period.
Smart Rebalancing
Buffered ETF Complexity
Buffered ETFs offer a compelling balance of growth potential and downside protection—but capturing that balance takes careful selection, precise timing, and ongoing oversight.
Timing Matters:
The return state of each buffered ETF is heavily affected by when it is purchased in its series.
Upside is Limited:
Caps vary across funds and reset periods, affecting how much growth you can capture.
Ongoing Oversight is Needed:
Allocations, resets, and portfolio fit require monitoring as markets and client needs change.
The FINIAT Formula
Through our alogrithmic investment process we simplify the selection and implementation of buffered ETFs into managed accounts.
Allocations, resets, and portfolio fit require monitoring as markets and client needs change.