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As option-based income ETFs move deeper into adviser portfolios, product design and implementation are becoming just as important as the income they seek to deliver. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, speaks with Wes Mathews, senior managing director and head of investment strategy at NEOS Investments, about how the category has evolved from early covered-call strategies into more dynamic, tax-aware approaches. They discuss why investors have turned to options-based ETFs as an alternative source of income, how NEOS seeks to balance monthly distributions with equity participation, and why flexibility around option coverage, strike selection and volatility can matter across different market environments. They also explore the role of tax-loss harvesting and index options in after-tax outcomes, how advisers are using these funds across equities, fixed income and alternatives, and where options-based ETF strategies may expand next. Recorded June 23.
See omnystudio.com/listener for privacy information.
By iHeartPodcasts5
55 ratings
As option-based income ETFs move deeper into adviser portfolios, product design and implementation are becoming just as important as the income they seek to deliver. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, speaks with Wes Mathews, senior managing director and head of investment strategy at NEOS Investments, about how the category has evolved from early covered-call strategies into more dynamic, tax-aware approaches. They discuss why investors have turned to options-based ETFs as an alternative source of income, how NEOS seeks to balance monthly distributions with equity participation, and why flexibility around option coverage, strike selection and volatility can matter across different market environments. They also explore the role of tax-loss harvesting and index options in after-tax outcomes, how advisers are using these funds across equities, fixed income and alternatives, and where options-based ETF strategies may expand next. Recorded June 23.
See omnystudio.com/listener for privacy information.

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