Institutional Investors NEW! - View our webinar "How are Institutional Investors Using VIX?" which we created in collaboration with S&P Dow Jones Indices. Access product information, conference notices, portfolio management tools, and educational materials designed specifically for the Institutional Investor. Learn more about institutional safeguards, margin requirements, and portfolio management strategies. Plus, register FREE for myCBOE to receive email alerts on upcoming product innovations and other institutional-related topics of interest.
CBOE Eurekahedge Volatility Indexes CBOE launched four new benchmark indexes in collaboration with Eurekahedge, a Singapore-based hedge fund research and data collection company, that measure the performance of hedge funds that employ volatility-based investment strategies.
Institutional Safeguards and Key Features Provides an overview of key features of CBOE options and CFE futures, including the fact that clearance of transactions is guaranteed by the Options Clearing Corporation.
Margin & Escrow Receipts This area contains information on margin requirements and escrow receipts. Also included is information on a new customer portfolio margin program for index options and a margin calculator.
White Papers Educational white papers with overviews of strategies and regulatory considerations are available for Mutual Funds, Corporations, Individual Retirement Accounts (IRAs) and Keogh Plans, ERISA Pension Funds, Hedge Funds, and High-net-worth Investors.
Portfolio Management Strategies View descriptions of the following strategies: Protective Collar With Minimum Net Premium Costs Options Basics - How Options Work Profit and Loss Diagrams
3rd Party Research This portion of the site is intended for research papers and market commentaries of interest to institutional options investors provided by various parties: Miller Tabak Macro Risk Advisors Meridian Equity Partners Callan Associates Ennis Knupp & Associates Fund Evaluation Group Ibbotson Associates Lehman Brothers Santander Global SG Americas Securities Standard & Poor's and more
Dispersion Utility Determine the best time to engage in a dispersion strategy with this utility that uses current and historical measures on stock indices.
Risk Management Conference The Risk Management Conference is the leading educational forum for users of equity derivatives to discuss new policies, strategies and tactics to manage risk exposure and enhance yields. The conference provides an ideal setting for users and prospective users of exchange-traded derivatives to network with their peers, exchange ideas and learn the latest information about new products and risk management strategies.
Penny Pilot Program CBOE has a Penny Pilot Program to quote and trade certain option classes in penny increments.
Institutional Education Industry experts share their specialized knowledge of the options market in live, one or two day seminars and educational webcasts that highlight portfolio management strategies and focus on the important role exchange-traded options play in safeguarding your business edge.