Risk-Managed Income ETFs
The Nationwide Risk-Managed Income ETFs seek to provide investors with:
High monthly income generation
Portfolio volatility reduction
A measure of downside protection
A new approach to income generation
Designed with income generation in mind, this series of ETFs offers a number of potential benefits that may help address the yield enhancement and volatility management needs of investors.
A new approach
to income generation
The Nationwide Risk-Managed Income ETFs potentially offer a number of benefits that may address the yield enhancement and volatility management needs of investors.
Investment strategy overview
Managed by Harvest Volatility Management, an experienced derivative asset management firm, the Nationwide Risk-Managed Income ETFs offer innovative alternatives to traditional income investing by employing a dynamic, risk-managed, net credit collar.
Step 1Purchase all stocks in the underlying Index
Step 2Deploy a rules-based options collar strategy
Step 3Monthly distributions are paid using a portion of the premium generated by the call option
Step 4Additional premium may be used to reinvest in the underlying index portfolio of stocks
How risk-managed income ETFs may add value within a portfolio
Nationwide Risk-Managed Income ETFs are designed for income-focused investors seeking to lower their exposure to market volatility and minimize the potential for losses during down markets. They can be used to enhance and diversify core income-oriented portfolio allocations in the following ways: