Be Your Own Safety Net
ZBIG stands for ZEGA Buffered Index Growth, which is ZEGA’s own Hedged equity program designed to be the safety net for your investments. Acting with a buffer zone, ZBIG allows you to gain from the market upside while protecting against downward changes over a multi-year period.
ZEGA’s innovative Buffer Index Growth is a protected strategy built to safeguard your investments from market downturns. Ideal for investors with moderate or aggressive risk tolerances, ZBIG is designed to either supplement or replace a large portion of your diversified portfolio.
How Does ZBIG Work for You?
ZBIG works to protect your important assets – in a BIG way. This option is designed to either complement or replace stock allocations, which often make up a large chunk of your well-diversified portfolio. A buffer zone is created by switching out more volatile stock risks with a short duration fixed income risk that stays comfortably within the buffered zone.
By incorporating ZBIG into your overall investment strategy, you’re providing peace of mind during tumultuous turns in the market.
Access Your Assets at Any Time
Not only does ZBIG provide 100 percent transparency when it comes to your investments, but it also ensures you have access to your assets at any time. Because there is no mandatory hold period, you can liquidate your assets with no redemption penalties.
Who Benefits from ZBIG?
This strategy is for investors with moderate to aggressive risk tolerance. ZBIG is designed to either supplement or replace your large-cap equity allocations. We offer three different options – leveraged, standard, and IRA. Each one is built with a different type of client in mind, creating an inclusive and specialized product for your account type.
Learn More About Our ZBIG Options
Supplemental Performance Tear Sheets
Documents
Performance
ZEGA’s Buffered Index Growth –Treasury Income
| as of 10/31/2024 | MTD | YTD | 1 Year | 3 Year | 5 Year | 10 Year
|
ITD |
| ZBIG Treas Inc Net* | -0.57% | 5.39% | 10.40% |
|
|
|
6.55% |
| Bench (ICE US Treas) | -0.63% | 4.13% | 6.40% |
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|
|
ZEGA’s Buffered Index Growth – Treasury
| as of 10/31/2024 | MTD | YTD | 1 Year | 3 Year | 5 Year | 10 Year
|
ITD |
| ZBIG Treasury Net* | -0.53% | 8.84% | 16.63% |
|
|
|
7.63% |
| Bench (ICE US Treas) | -0.63% | 4.13% | 6.40% |
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|
|
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ZEGA’s Buffered Index Growth – IRA
| as of 10/31/2024 | MTD | YTD | 1 Year | 3 Year | 5 Year | 10 Year
|
ITD |
| ZBIG IRA Net* | -0.56% | 18.14% | 33.03% | 4.50% | 9.87% |
|
9.20% |
| Bench (S&P 500) | -0.91%
|
20.99%
|
38.04%
|
9.09%
|
15.28%
|
13.01% |
|
ZEGA's Buffered Index Growth – Standard
| as of 10/31/2024 | MTD | YTD | 1 Year | 3 Year | 5 Year | 10 Year
|
ITD |
| ZBIG Std Net* | -0.56% | 19.05% | 34.01% | 4.89% | 11.19% |
|
10.74% |
| Bench (S&P 500) | -0.91%
|
20.99%
|
38.04%
|
9.09%
|
15.28%
|
13.01% |
|
ZEGA’s Buffered Index Growth – Leveraged
| as of 10/31/2024 | MTD | YTD | 1 Year | 3 Year | 5 Year | 10 Year
|
ITD |
| ZBIG Lev Net* | -0.60% | 22.86% | 43.05% | 6.43% | 15.09% |
|
13.80% |
| Bench (S&P 500) | -0.91% | 20.99% | 38.04% | 9.09% | 15.28% | 13.01% |
|
Note: Returns are expressed in US Dollars net of fees.
ZEGA Investments is a SEC registered investment adviser and investment manager that specializes in derivatives. ZEGA is a separate accounts manager and all returns expressed herein are solely from the separate accounts business within ZEGA.
"Buffered" refers to the portfolio’s range of protection from negative index movements – but not all losses. The benchmark is the S&P 500. The S&P 500 Index is a collection of 500 of the largest publicly traded US Equity large cap companies. The minimum account size for this composite is $30,000.
ZEGA Investments claims compliance with the Global Investment Performance Standards (GIPS). To receive a full list of composite descriptions of ZEGA Investments and/or a presentation contact Jay Pestrichelli at 1-800-380-9342, ext 101 or jay.pestrichelli@zegainvestments.com.
All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results and there can be no assurance, and clients should not assume, that future performance of any of the model portfolios will be comparable to past performance.
These results should not be viewed as indicative of the advisor’s skill. The prior performance figures indicated herein represent portfolio performance for only a short time period, and may not be indicative of the returns or volatility each portfolio will generate over a long time period. The performance presented should also be viewed in the context of the broad market and general economic conditions prevailing during the periods covered by the performance information. The actual results for the comparable periods would also have varied from the presented results based upon the timing of contributions and withdrawals from individual client accounts. The performance figures contained herein should be viewed in the context of the various risk/return profiles and asset allocation methodologies utilized by the asset allocation strategists in developing their model portfolios, and should be accompanied or preceded by the model.
Standard deviation is a measure of the dispersion of a set of data from its mean. The more spread apart the data, the higher the deviation. In finance, standard deviation is applied to the annual rate of return of an investment to measure the investment's volatility.
The investment management fee schedule for the composite varies. Our wealth management fee for portfolio management services is 1.5%. These fees are negotiable depending upon the client’s investment situation and the client’s objectives. Our sub advisory fee for portfolio management services is 0.75%. These fees are negotiable depending upon the complexity and scope of the plan.
Certain portfolios may incur additional advisor directed fees. As a result, ZEGA’s returns for these accounts are net of the additional fees due to our subadvisor agreements.