Options Overlay Solutions
Odyssey provides listed options overlay’s for eligible clients seeking better risk adjusted returns from a more actively managed portfolio solution. The overlay can be applied to an existing portfolio, a new portfolio, a single stock position or a dedicated capital sleeve, ultimately tailored to the client’s objectives and mandate.
How do Options Overlays Add Value
Depending on the mandate, an options overlay may be used to enhance portfolio income, monetise volatility, improve portfolio efficiency, or introduce a more active layer of implementation around an existing asset base.
Typically the goal of the options overlay is to generate positive options premium to enhance the portfolios return over time.
Our Solutions
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Structured covered call programmes designed for clients who want to generate additional portfolio income while retaining controlled exposure to underlying holdings.
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Suitable in selected circumstances for clients comfortable using listed options to build exposure to stocks and generate option premium within clearly defined guidelines.
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Odyssey’s bespoke income-enhancement overlay framework, shaped around the client’s portfolio, target outcomes and risk parameters.
IMPLEMENTATION
How We Implement
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Step 1
Review the Portfolio Mandate & Objectives
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Step 2
Select the most suitable Options Overlay Solution
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Step 3
Implement the Option Strategies in accordance with the Portfolio Mandate
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Step 4
Monitor Positions and Actively Manage Risk.
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Step 5
Provide Transparent Updates & Institutional Reporting
Who Are Options Overlays For?
Our Options Overlays are well suited to investors who recognise that a traditional passive buy‑and‑hold approach alone rarely delivers consistent long‑term outperformance, and who prefer a more engaged, risk‑aware portfolio implementation process with partners who are financially aligned and committed to achieving the same investment outcomes.
IMPORTANT RISK STATEMENT