Institutional

Charlie Jacklin  -  Mellon Capital Management Corp.

Options: An Enthusiast's View.
"In managing portfolios for institutional clients, options have helped dramatically in our efforts to fulfill our goals of gaining exposure, adding income and controlling portfolio risk."

Charlie JacklinCharlie Jacklin
EVP & Chief Investment Strategist
Mellon Capital Management Corp.
$80 billion in assets

Building Confidence and Trust.
With responsibility for more than $80 billion in assets, Mellon Capital Management shapes the financial future for thousands of beneficiaries. And options from CBOE play a prominent role in the firm's investment strategies.

Mellon is a leader in indexation and tactical asset allocation strategies. According to Charlie Jacklin, "We appreciate the liquidity of the S&P 500 options and the fact that CBOE's options are cleared by the Options Clearing Corporation, which has a triple-A credit rating."

Flex Your Options.
Since 1993 the CBOE has offered FLexible EXchange® (FLEX®) options. They allow customers to customize key contract terms, including exercise prices, exercise styles and expiration dates.

Says Jacklin, "While options in general give us more investment flexibility, the FLEX options have added value for our customers who need customized instruments."

Blue Chip Stability.
CBOE has the broadest array of blue-chip index options anywhere. In fact, options on more than 40 stock indexes are traded at the CBOE, including options on these indices: S&P 500® (SPX), The Dowtm (DJX), S&P 100® (OEX), Russell 2000® (RUT), and Nasdaq 100® (NDX).

See how versatile and effective options can be in helping you build your portfolio - and meeting your investment goals.




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 from your broker, by calling 1-888-OPTIONS, or from The Options Clearing Corporation, One North Wacker Drive, Suite 500, Chicago, Illinois 60606. The information on this website is provided solely for general education and information purposes and therefore should not be considered complete, precise, or current. Many of the matters discussed are subject to detailed rules, regulations, and statutory provisions which should be referred to for additional detail and are subject to changes that may not be reflected in the website information. No statement within the website should be construed as a recommendation to buy or sell a security or to provide investment advice. The inclusion of non-CBOE advertisements on the website should not be construed as an endorsement or an indication of the value of any product, service, or website. The Terms and Conditions govern use of this website and use of this website will be deemed acceptance of those Terms and Conditions.