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.


SMS Code Sent…

Hi {{ user.FirstName }}

Looks like you've already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to activate your membership

If you didn't receive SMS code please

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device

Verify your mobile number to unlock a FREE trial

Please sign up for full access

Updating information

Please wait ...

  • Mastercard
  • Visa

Related Articles