Call-writing strategy has the potential to enhance cash flow in down, flat and moderately rising markets, while attempting to maintain equity exposure in strongly appreciating markets.
MOST provides a rules-based process to deliver the benefits of options strategies at scale
The reason some advisors never use options is simple. Too much manual effort and risk involved. Keeping tabs on a variety of options with varying expiry dates across multiple clients can require hours of time that would be better spent on other client-facing activities.
Franklin Managed Options Strategies changes that with systematic strategies tailored for individual clients that can scale across an entire book of business.
1
Customized for Each Client
Set rules to pursue outcomes based on each client’s circumstances and specific holdings.
2
Systematic & Rules-Based
Eliminates uncertainty about when to write, when to exercise, and when to allow expiration.
3
Scalable Across an Entire Book of Business
Once the strategy is established, MOST runs automatically without requiring manual intervention.
Putting MOST to work in your business
Generate Incremental Cash Flow
Activate Non-Revenue Assets
Call writing strategies provide an opportunity to generate benefits from previously untouchable assets.
Manage Portfolio Risk
Risk-managed equity strategy has the potential to mitigate portfolio downside (and benchmark beta) while maintaining portfolio upside participation (and manager alpha).
Customizable Plans for Each Client
Strategies are tailored to meet the specific holdings and objectives of each client. With the strategy in place, the rules-based system takes over, eliminating the need for the advisor to keep tabs on multiple options with varying expiry dates across multiple clients.
Augment Risk/Return Profile
Strategies adhere to a transparent, rules-based investment process, designed with strict guardrails to attempt to deliver total return and manage risk through minimizing the effect of directional movements in an underlying security.