<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title><![CDATA[Joanne M Hill]]></title><description><![CDATA[Joanne M Hill]]></description><link>https://www.joannemhill.com/blog</link><generator>RSS for Node</generator><lastBuildDate>Fri, 09 Oct 2026 22:50:54 GMT</lastBuildDate><atom:link href="https://www.joannemhill.com/blog-feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[Evaluating Defined Outcome Buffer Strategies]]></title><description><![CDATA[Contact Joanne for copy of full article from The Journal of Portfolio Management This article evaluates the performance features of buffer fund strategies packaged in mutual funds and ETFs. These popular strategies are the modern version of put spread collars, which institutional investors have used since the 1990s to reduce equity exposure in a structured manner. Using rules-based indexes representing laddered S&#38;P 500 buffer strategy benchmarks with almost ten years of return history, we...]]></description><link>https://www.joannemhill.com/post/evaluating-defined-outcome-buffer-strategies</link><guid isPermaLink="false">6ac91f90b89f0f638e3d3fab</guid><category><![CDATA[ETFs & Index Strategies]]></category><category><![CDATA[Portfolio Management]]></category><category><![CDATA[Volatility & Option Strategies]]></category><pubDate>Fri, 18 Sep 2026 04:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/964919_d48284ec26454ea497942fa7ba75d9a4~mv2.png/v1/fit/w_1000,h_928,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Joanne M. Hill and Samuel Moore</dc:creator></item><item><title><![CDATA[Module 2: Evaluating ETFs]]></title><description><![CDATA[A Comprehensive Guide to ETFs (2nd Edition) This CFA Institute Research Foundation module follows A Comprehensive Guide to ETFs (2nd edition), Module 1: ETF Features and Evolving Landscape (2025). A third module is expected in 2027. These three modules update A Comprehensive Guide to Exchange-Traded Funds (ETFs), first released in 2015, to reflect the rapid growth and evolution of the ETF industry. They seek to provide investors and financial professionals with the knowledge needed to...]]></description><link>https://www.joannemhill.com/post/module-2-evaluating-etfs</link><guid isPermaLink="false">6ac9697186e1da51f6fd5306</guid><category><![CDATA[ETFs & Index Strategies]]></category><category><![CDATA[Portfolio Management]]></category><pubDate>Tue, 02 Jun 2026 04:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/964919_3c9cf94cbe7c4926b89e221a55450c65~mv2.png/v1/fit/w_1000,h_928,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Joanne Hill</dc:creator></item><item><title><![CDATA[The Long-Term Value of Managing Risk: More Assets for the Rebound]]></title><description><![CDATA[The benefits of risk management extend beyond limiting losses during market downturns. This commentary examines how preserving capital during periods of decline can position investors to participate more effectively in subsequent recoveries, creating advantages that may persist long after markets rebound.]]></description><link>https://www.joannemhill.com/post/the-long-term-value-of-managing-risk-more-assets-for-the-rebound</link><guid isPermaLink="false">6a289c6f99361b5d20d58d54</guid><category><![CDATA[Portfolio Management]]></category><category><![CDATA[Volatility & Option Strategies]]></category><pubDate>Thu, 20 Oct 2022 04:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/964919_1ff12bd00cf84d0bb5b4a61fa7f74b73~mv2.png/v1/fit/w_1000,h_928,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Joanne Hill</dc:creator></item><item><title><![CDATA[Equity Risk Management in Periods of Positive Equity/Bond Correlation]]></title><description><![CDATA[Market downturns often raise questions about whether investors should rethink their strategies or stay the course. Examining the first half of 2022 in historical context, this analysis explores equity and bond market performance, stock-bond correlations, and the role of inflation in shaping investment outcomes.]]></description><link>https://www.joannemhill.com/post/equity-risk-management-in-periods-of-positive-equity-bond-correlation</link><guid isPermaLink="false">6a289c0099361b5d20d58c73</guid><category><![CDATA[Portfolio Management]]></category><category><![CDATA[Volatility & Option Strategies]]></category><category><![CDATA[Financial Markets & Liquidity]]></category><pubDate>Tue, 23 Aug 2022 23:05:02 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/964919_bee2564351ee4971ab05df764ee0191e~mv2.png/v1/fit/w_1000,h_928,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Joanne Hill</dc:creator></item><item><title><![CDATA[Seeking Income by Monetizing Risk with Target Income Strategies]]></title><description><![CDATA[Income-focused investors often face tradeoffs between generating current cash flow and maintaining broad diversification. This commentary explores how target income strategies can help investors monetize risk exposures while accessing asset classes and growth opportunities that traditional income-focused approaches may overlook.]]></description><link>https://www.joannemhill.com/post/seeking-income-by-monetizing-risk-with-target-income-strategies</link><guid isPermaLink="false">6a2b05cb948ac681a4fe1f24</guid><category><![CDATA[Portfolio Management]]></category><category><![CDATA[Volatility & Option Strategies]]></category><pubDate>Wed, 17 Mar 2021 04:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/964919_61cbea6465354647832b27956be9244b~mv2.png/v1/fit/w_1000,h_928,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Joanne Hill</dc:creator></item><item><title><![CDATA[Large-Cap Growth and Downside Buffer Strategies: Happy Partners in U.S. Equity Allocations]]></title><description><![CDATA[Growth-oriented equity strategies have delivered strong returns in recent years, but often with higher levels of risk. This commentary explores how combining large-cap growth exposure with downside buffer strategies may help investors participate in market gains while reducing portfolio volatility and downside risk.]]></description><link>https://www.joannemhill.com/post/large-cap-growth-and-downside-buffer-strategies-happy-partners-in-u-s-equity-allocations</link><guid isPermaLink="false">6a2b08b316a9a8229e026abf</guid><category><![CDATA[Portfolio Management]]></category><category><![CDATA[Quantitative Equity]]></category><category><![CDATA[Volatility & Option Strategies]]></category><pubDate>Wed, 30 Dec 2020 05:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/964919_0e13d38ea2f8479c8a349773fa9fcc4e~mv2.png/v1/fit/w_1000,h_928,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Joanne Hill</dc:creator></item><item><title><![CDATA[Calibrating Downside Risk to Investment Horizon and Volatility Regime]]></title><description><![CDATA[Investment risk cannot be evaluated without considering both time horizon and market volatility. This commentary explores how changing volatility regimes affect the probability of market declines and why investment horizon is a critical factor in designing effective downside-risk strategies.]]></description><link>https://www.joannemhill.com/post/calibrating-downside-risk-to-investment-horizon-and-volatility-regime</link><guid isPermaLink="false">6a2b0b028d10dcf6288ddd40</guid><category><![CDATA[Volatility & Option Strategies]]></category><category><![CDATA[Portfolio Management]]></category><pubDate>Tue, 08 Sep 2020 04:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/964919_d5d145f791b6443894471d196cde5f55~mv2.png/v1/fit/w_1000,h_928,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Joanne Hill</dc:creator></item><item><title><![CDATA[Buffer Protection Strategies - Managing Over Time]]></title><description><![CDATA[Buffer protection strategies can help reduce downside market exposure, but their effectiveness depends on how they are managed over time. This commentary examines different approaches to implementing and maintaining buffer strategies, including calendar-month and laddered structures, and their impact on long-term risk and return.]]></description><link>https://www.joannemhill.com/post/buffer-protection-strategies-managing-over-time</link><guid isPermaLink="false">6a2b0caa44c7bef1d02aefca</guid><category><![CDATA[Volatility & Option Strategies]]></category><category><![CDATA[Portfolio Management]]></category><pubDate>Thu, 30 Jul 2020 04:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/964919_f34c9362f5f54fa29dcf659e5d35fa02~mv2.png/v1/fit/w_1000,h_928,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Joanne Hill</dc:creator></item></channel></rss>