Talk Your Book: Customized and Income
The episode covers two product structures advisors encounter when building client portfolios: separately managed accounts and option income ETFs. It offers manager-side framing on both, in a short, segmented format.
Summary
By our deskAn episode of Animal Spirits' "Talk Your Book" series in which Michael Batnick and Ben Carlson hold two separate conversations with asset managers. Kacie Walsh Jason of Dimensional Fund Advisors discusses the benefits of investing in separately managed accounts, and Wes Mathews of NEOS discusses the growth in option income ETFs and what it means for a portfolio.
- The episode is split into two manager conversations, one on separately managed accounts and one on option income ETFs.
- Kacie Walsh Jason of Dimensional Fund Advisors makes the case for the benefits of investing in separately managed accounts.
- Wes Mathews of NEOS discusses what the show describes as the explosion in option income ETFs.
- The second segment is framed around what that growth means for a portfolio.
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