Delivering Sustainable Income of 6% p.a. with Equities and Options

In an environment where fixed income yields are persistently low, many investors have turned to Equities to provide them with higher levels of returns. Yet unlike the coupons received from fixed income assets, the dividends received from Equities are by no means ‘fixed’. While dividends certainly provide a source of income, this income is variable in nature and can be particularly vulnerable during significant economic shocks. The COVID-19 pandemic is a primary example where companies were forced to cut or in some cases suspend their dividends altogether.   

Join us as we share insights into how we combat this and other challenges in income investing. Our innovative approach combines dividends from Global Equities with premiums from selling options to deliver a smooth and sustainable level of income at 6% p.a.

Speakers' Profile

Eddie Cheng, Head of International Portfolio Management, Multi-Asset Solutions

Eddie is the Head of International Portfolio Management within the Multi-Asset Solutions team. Prior to joining the firm, Eddie was a senior portfolio manager at Schroders leading the multi-asset team’s risk-based investment solutions and development of Alternative Risk Premia strategies. He was also responsible for driving the team’s thought leadership research as head of their editorial board, covering topics across hedge fund investments, portfolio construction, and risk management

Sophie Careford, Solutions Analyst, Multi-Asset Solutions

Sophie Careford a solutions analyst for the Multi-Asset Solutions team at Wells Fargo Asset Management (WFAM). In this capacity, she delivers outcome oriented solutions to meet the financial, sustainability, and climate objectives of global institutional investors. In particular Sophie covers high income equity, dynamic risk hedging and sustainable multi-asset solutions.