Ben McMillan, CIO and Andrew Swan, CEO at IDX join Michael Sonnenshein, CEO, Grayscale Investments to discuss the state of digital assets and bitcoin headed into 2021, as well as the firm’s approach to tactical investing and managing risk.
Founded in 2014, IDX Insights aims to deliver transparent and tactical solutions for a rapidly changing environment. IDX’s tool kit of tactical, risk-controlled strategies aim to help advisors navigate the number of challenges ahead, including heightened volatility, rising rates and geopolitical risk. Grounded in academic research and industry experience, the firm offers custom, tactical strategies designed to diversify risk and help investors achieve their goals. IDX insights offers direct indexing, quantitative research, and risk-managed crypto strategies for retail and institutional advisors.
The IDX Tactical Gold Index (IDXGOLDX) and the IDX Crypto Opportunity Index (COIN) seek to provide tactical upside participation to gold and bitcoin while limiting drawdowns and downside volatility. COIN’s unique rules-based approach offers investors risk-managed exposure to bitcoin via the Grayscale Bitcoin Trust (GBTC). The strategy deploys risk capital to GBTC when the risk-return profile of bitcoin is favorable, and seeks to preserve capital when the risk-return profile is unfavorable. IDX bets that bitcoin is here to stay, but doesn’t shy away from the potential for high volatility. COIN seeks to provide a smoother ride for institutional and retail investors with a more regulated approach to digital assets.
To learn more, register for IDX’s webcast: Bitcoin and a Risk Managed Approach for Advisors.
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