Protect yourself … like an institutional investor

In today’s market conditions, a cash and call strategy offers upside exposure for a set cost.

Summary: As the market falls, long-term investors looking to protect wealth can use a “cash and call” strategy. Products such as protected equity loans offer investors capped upside exposure for a set cost of purchase. Investors are also offered fixed downside risk and varying levels of flexibility.

Key take-out: The “cash and call” strategy is most likely to be useful for retirees who will eventually sell down assets to meet living expenses, and for pre-retirees looking to diversify their portfolio.

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