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Author
Erik Ogard, CFA
Founder · BufferLABS
Areas of Expertise
Buffered ETFs, portfolio construction, investment research, risk-managed strategies
13 articles
Erik Ogard, CFA, is the founder of BufferLABS and an investment professional specializing in buffered ETFs, portfolio construction, and risk-managed investment strategies. His experience includes investment research, manager analysis, and the development of tools and methodologies for evaluating buffered ETF outcomes. Erik writes about buffered ETF structure, selection, portfolio applications, and industry trends.
Articles by Erik Ogard, CFA
Revisiting Risk Management in Modern Portfolio Theory
As concentration in the S&P 500 grows, traditional asset allocation may no longer provide sufficient diversification. OCMR examines concentration risk, equal-weight indexing, and explicit ETF strategies investors can...
Why Buffered ETFs Require Ongoing Analysis and Monitoring
Even buffered ETFs with nearly identical structures can deliver very different results because of reset timing and market path. OCMR examines how path dependency affects buffered ETF performance...
Seek First to Understand – The Pleasure of Finding Things out
Understanding how buffered ETFs behave across changing market conditions is at the heart of OCMR’s research. Volume 1.2 explores the questions that led to BufferLABS’ research tools, models,...
U.S. Stock Market Returns and Valuations in Historical Perspective
How unusual are today’s stock market returns? OCMR compares the S&P 500’s recent performance with more than 75 years of market history, examining returns, volatility, valuations, and the...
BufferLabs Lands First Research Client: Jeff Hussey, CFA Joins the Charge!
Big news: BufferLABS has its first client—wealth management star Jeff Hussey! As markets teeter, we’re rolling out tools to enhance buffered ETF portfolios at Bufferlabsetfs.com. Jeff’s in, and...
Buffered ETFs: A Rebuttal to AQR Capital Management’s Bloomberg TV Criticism
On April 14, 2025, AQR Capital Management’s Daniel Villalon appeared on Bloomberg TV and labeled buffered ETFs, such as the FT Vest Laddered Buffer ETF (BUFR) and Innovator...
Join Us for an Exclusive Webinar on BufferLABS and the ADOPT Model!
We’re thrilled to announce our upcoming webinar, Introduction to BufferLABS – Mastering Buffered ETFs with the ADOPT Model, happening on May 7 at 2:00 PM EDT. In partnership...
Why the Industry Needs a Buffered ETF Benchmark and Why We Created the BufferLabs 100© Index
The exchange-traded fund (ETF) landscape has evolved dramatically over the past decade, with one of the most exciting innovations being the rise of buffered ETFs—also known as defined...
BufferLabs Launches Tuesday: 50% Off for First 100 + Free Buffer Holdings Reviews for Advisors!
Markets are stumbling through a correction—and it might get uglier. BufferLabs’ research subscriptions launch Tuesday, April 8, 2025, at Bufferlabsetfs.com, arming you with tools to conquer buffered ETF...