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How fund managers are using options to enhance performance? - TSX ETF Education Series (Fall 2021)

TSX ETF Exchange was an information series for Investment Advisors and Portfolio Managers on ETF investing. Leading Canadian ETF providers shared their insights on the latest innovations and trends in the Canadian ETF industry.

Traditional portfolio construction utilizing a blend of equity to fixed income allocations were long believed to provide the upside potential and downside protection needed in a market cycle. The use of options provides an added layer of protection that advisors and investors can use within their investment portfolios. This panel discussed the use of options to enhance performance, provide protection and income generation. Included on the panel are Mike Clare from Brompton Funds, Dino Bourdos of Guardian Capital, David Wysocki from Harvest ETFs, and hosted by Roli Jain from CIBC Capital Markets.


Featured Speakers:

  • Mike Clare, Vice President & Portfolio Manager, Brompton Funds

  • Dino Bourdos, Portfolio Manager, Head of Investment Solutions, Guardian Capital

  • David Wysocki, Vice President, National Sales, Harvest ETFs

  • Roli Jain, Director, CIBC Capital Markets

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Recorded on October 13, 2021 as part of the TSX ETF Exchange Fall 2021 series.