The Four Core Investor Risks – Part 1 of 7
Investors often focus on returns while overlooking the risks that can permanently impair them. Here are four core investor risks—and why understanding how they interact is essential to long-term investing.
OCMR Investment Perspectives 2.3
Traditional buffered ETF payoff diagrams show what investors can expect at the end of an outcome period, but they reveal much less...
Research & Insights
TheStreet explores how buffered ETFs use options strategies to provide defined downside protection in exchange for limited upside. The article examines their...
OCMR Investment Perspectives 2.2
As concentration in the S&P 500 grows, traditional asset allocation may no longer provide sufficient diversification. OCMR examines concentration risk, equal-weight indexing,...
OCMR Investment Perspectives 2.1
Even buffered ETFs with nearly identical structures can deliver very different results because of reset timing and market path. OCMR examines how...
OCMR Investment Perspectives 1.2
Understanding how buffered ETFs behave across changing market conditions is at the heart of OCMR’s research. Volume 1.2 explores the questions that...
OCMR Investment Perspectives 1.1
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,...
BufferLABS Updates
Big news: BufferLABS has its first client—wealth management star Jeff Hussey! As markets teeter, we’re rolling out tools to enhance buffered ETF...
Research & Insights
On April 14, 2025, AQR Capital Management’s Daniel Villalon appeared on Bloomberg TV and labeled buffered ETFs, such as the FT Vest...
BufferLABS Updates
We’re thrilled to announce our upcoming webinar, Introduction to BufferLABS – Mastering Buffered ETFs with the ADOPT Model, happening on May 7...
Research & Insights
The exchange-traded fund (ETF) landscape has evolved dramatically over the past decade, with one of the most exciting innovations being the rise...
BufferLABS Updates
Markets are stumbling through a correction—and it might get uglier. BufferLabs’ research subscriptions launch Tuesday, April 8, 2025, at Bufferlabsetfs.com, arming you...
Research & Insights
BufferLABS Response to AQR Blog Post: “Rebuffed: A Closer Look at Options-Based Strategies” Dated March 21, 2025 - Cliff Asness and Daniel...
Buffered ETF Education
When it comes to Buffered ETFs, there are many misconceptions held by investors about their structures and payoff features that can lead...
Research & Insights
BufferLABS’ Goal is to deliver maximum value-added to our customers for a fair price. In setting our prices, we wanted to have...
