The Long & Short of It: The Growing Momentum Behind FLEX Options | Alan Roldan, WallachBeth Capital
Wealth professionals who work with buffered or defined outcome ETFs may encounter FLEX options as part of the structure behind those products. The episode focuses on how the instrument is used, traded and supported operationally, rather than on a specific investment view.
Summary
By the etfs deskThis episode of The Long and Short of It features Alan Roldan of WallachBeth Capital discussing FLEX options. It covers how FLEX options sit between traditional listed and OTC markets, their role in defined outcome and buffered ETFs, and how institutional investors use customization, risk management features and exchange-listed protections. The conversation also addresses market growth, liquidity, execution, technology challenges and future adoption.
- FLEX options bridge the gap between traditional listed and OTC markets.
- They have become a critical tool behind the growth of defined outcome and buffered ETFs.
- Institutional investors use FLEX options for customization, risk management and exchange-listed protections.
- The discussion covers market growth, liquidity, execution, technology challenges and future adoption.
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