Navigating the Uncertain with Defined Outcome ETFs
Defined outcome ETFs are a category advisors encounter when clients want buffered or capped equity exposure, and this is a short sit-down with a product strategist at a sponsor in that space. The accompanying disclosure also sets out structural features advisors would need to explain to clients, such as holding through the full outcome period.
Summary
By the etfs deskAn ETF.com video interview in which Sumit Roy speaks with Andrew Nelson, director of product strategy at Innovator from Goldman Sachs Asset Management, about what is driving adoption of defined outcome ETFs. The conversation was recorded at the ETF Oasis event. The published description is largely fund risk disclosure rather than a detailed account of the discussion.
- The discussion centres on what is driving adoption of defined outcome ETFs.
- The funds seek outcomes that may only be realised if shares are held on the first day of the outcome period and through the last day, approximately one year.
- Listed risks include buffered loss risk, capped upside return risk and cap change risk.
- The guest is with Innovator from Goldman Sachs Asset Management; the interview was recorded at ETF Oasis.
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