Disclosure
Rampart® and ROMS® are registered trademarks of Rampart Investment Management Company, Incorporated.
CBOE and Chicago Board Options Exchange are registered trademarks of Chicago Board Options Exchange, Incorporated (CBOE). BXM, BXY, and BuyWrite are service marks of, and are being used with the permission of, CBOE, and are designed to represent proposed hypothetical buy-write strategies.
The methodologies of the BXM and BXY Indexes are owned by CBOE and may be covered by one or more patents or pending patent applications.
Standard & Poor’s®, S&P®, and S&P 500® are registered trademarks of The McGraw-Hill Companies, Inc. and are licensed for use by CBOE. CBOE, not S&P, calculates and disseminates the BXM and BXY Indexes. CBOE has a business relationship with Standard & Poor’s on the BXM and BXY. Neither CBOE nor S&P in any way sponsors, endorses or is otherwise involved in the Rampart Index Option Strategies and CBOE and S&P disclaim any liability to any party for any inaccuracy in the data on which the BXM and BXY Indexes are based, for any mistakes, errors or omissions in the calculation and/or dissemination of the BXM and BXY Indexes, or for the manner in which the BXM and BXY Indexes are applied in connection with the Rampart Index Option Strategies.
Like many passive indexes, the BXM and BXY Indexes do not take into account significant factors such as transaction costs and taxes and, because of factors such as these, many or most investors should be expected to underperform passive indexes. Investors attempting to replicate the BXM and BXY Indexes should discuss with their financial advisor possible timing and liquidity issues. Transaction costs and taxes for buy-write strategies such as the BXM and BXY could be significantly higher than transaction costs for a passive strategy of buying-and-holding stocks.
Options involve risk and are not suitable for all investors. Prior to buying or selling an option, a person must receive a copy of Characteristics and Risks of Standardized Options (ODD). Copies of the ODD are available by calling 1-888-OPTIONS, or from The Options Clearing Corporation, One North Wacker Drive, Suite 500, Chicago, Illinois 60606.
Past performance does not guarantee future results.
