From Institutional to Mainstream: How Fund Portfolios are being Reshaped with Equity Derivatives

For decades, institutional investors have relied on derivative-based strategies to manage risk, generate income, and enhance portfolio outcomes. Today, these tools are no longer reserved for large institutions—advisors and investors are increasingly adopting them to reshape how portfolios are built and how return, income, and risk features are managed.

Dr. Hill has presented on index and derivative topics for many years at CFA Societies around the world. She serves as a Governor on the CFA Institute Board and is a past Chair of the CFA Institute Research Foundation.

With $46+ billion in assets under management and non-discretionary assets under advisement and over 250 innovative derivative-based products (4/15/2024), Vest Financial is at the forefront of making institutional-grade risk management accessible to all investors.

Date: May 15, 2025

Time: 1 PM PT | 4 PM ET

Register now to gain expert insights on the next evolution of portfolio construction!