BufferLABS is an independent investment management boutique specializing in buffered ETFs. Our proprietary funds and research are designed for institutions and investment professionals to assist them in navigating the growing and complex buffered ETF marketplace.
Since Buffered ETFs were first introduced in 2018, they have experienced strong commercial success and investor adoption, reaching total assets of more than $70 billion with many industry experts calling for hundreds of billions in additional flows over the coming years. This trend is driven by the compelling features of buffered ETFs when compared to other downside protection alternatives. Consequently, downside protection will be a growing area of interest for investors as they age, which should be a strong source of demand for many years to come.
The introduction of buffered ETFs solved some inherent issues with competing downside protection instruments (structured notes and indexed annuities) by offering lower fees, daily liquidity, and transparency of holdings. While buffered ETFs solved these problems, their design necessitates active monitoring and management. This is because each of the hundreds of buffered ETFs have predetermined reset dates, evolving capture ratios, static caps and buffers, and other complexities, making comparison challenging. Thus, comprehensive analysis is critical for success because the risk of holding stale, stagnant, and sub-optimal ETFs is high.
Our research and ranks will help keep a portfolio of buffered ETFs invested in timely and compelling buffered ETF assets.
Our ETF addresses the design flaws of buffered ETFs and offers a tax friendly solution that solves for many of their shortcomings.