The cover page of the Hedged Equity whitepaper shows street lamps in the foreground and an image of skyscrapers with cranes in the background. It overlaps a page from the document.
Presented by TOEWS Asset Management

After experiencing four bear markets in the past 15 years, and insignificant returns for bonds over the past decade, advisers understand the wisdom of attempting to reduce the risk of losses in their client portfolios. Hedged equity strategies provide a pathway to a return profile that has the potential to help reduce losses.

This whitepaper covers key imperatives for constructing portfolios equipped to withstand extreme market disruptions.  Packed with actionable insights and real-world examples, this guide equips financial advisors with ideas to confidently navigate client portfolios through market uncertainties while fulfilling one of their most important roles: addressing the risk of loss for investors.
 

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What You'll Discover

  • The role of hedged equity in mitigating portfolio losses during market downturns.
  • How to balance growth potential with downside protection using options strategies.
  • Real-world portfolio performance insights and examples of diversification impacts.

Who Should Read This?

  • Financial advisors seeking innovative solutions for client portfolios.
  • Portfolio managers aiming to reduce risk without compromising returns.
  • Professionals interested in incorporating advanced risk management strategies.
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The Case for Hedged Equity in Your Portfolios

Market downturns are unpredictable, but their impact on client portfolios can be profound. This resource sheds light on how hedged equity strategies can be an advisor’s ally in balancing growth with protection. By incorporating these strategies, you can help your clients navigate uncertain markets with confidence, while still striving to achieve their financial goals. Packed with actionable insights and real-world examples, this guide is essential reading for advisors who want to stay ahead in an ever-changing financial landscape.

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Build Smarter Portfolios Today

Discover how hedged equity strategies can transform your approach 
to risk management and portfolio growth.

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Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Toews Asset Management and Orion Portfolio Solutions, LLC (“OPS”) are not affiliated companies.

Information presented herein with respect to any third party service provider has been provided by those third party service providers and has been reproduced here with their permission. Such information does not necessarily reflect the views and opinions of Orion Advisor Solutions, Inc. (“Orion”) or its affiliated companies. Orion does not endorse any particular third-party product or service. Our clients should undertake their own assessments to determine whether these parties meet their business and due diligence requirements. Toews Asset Management and Orion Portfolio Solutions, LLC (“OPS”) are not affiliated companies and content made available on this page is not a recommendation or endorsement by OPS for any of the services referenced or provided. While some OPS portfolios may contain one or more of the specific strategists mentioned, OPS is not making any comment as to the suitability of these, or any investment product for use in any portfolio.

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