Irma Bribiesca, Transamerica’s Director of ETF Product Strategy, met with Julie Cooling, Founder & CEO of RIA Channel, to discuss the firm’s suite of managed risk ETFs and how advisors can leverage them to protect client portfolios.
Managed risk ETFs strive to capture rising equity markets within a portfolio while mitigating downside risk. This allows investors to capture any future upsides without being impacted by market volatility. Rather than focusing singularly on total returns, Transamerica emphasizes the importance of measuring risk in a portfolio. This mindset shift when defining performance is paramount for investors’ success, especially those nearing or in retirement. DeltaShares, Transamerica’s suite of managed risk ETFs, consists of five ETFs across the large, mid, and small-cap markets: DMRE, DMRI, DMRL, DMRM, and DMRS. Launched in 2017, these ETFs stretch to the US and international development markets. DeltaShares provides individual investors to access managed risk strategies that larger players and companies have been utilizing for years. The ETFs are made up of safer assets (fixed income) and riskier assets (equity). When market volatility rises, the ETF shifts towards fixed income. This dynamic strategy allows for downside protection. When the market is stable, the ETF allocates to equity. In the modern market, investment risks and objectives must work in tandem. Managed risk ETFs are an excellent tool for those aiming to maintain stable, long term gains by protecting the downside of their portfolio.
Transamerica has provided financial services for over 100 years. They actively help clients save, invest, and protect their assets in preparation for retirement. Transamerica’s parent company Aegon is a central supplier of life insurance, pensions, and asset management. Transamerica offers retirement solutions, mutual funds, annuities, insurance, employee benefits, and exchange traded funds. They also have opportunities for education on topics ranging from debt to business building to protection.
Irma Bribiesca has served as the Director of Product ETF Business Strategy and Management at Transamerica since 2017. She has over 14 years of experience working with global markets, indexing, asset management, derivatives trading and structuring, and product development. Prior to working with Transamerica, Bribiesca was the Vice President of ETF Capital Markets at BlackRock. She believes “strategic thinking, idea generation, and challenging the status quo” are the keys to driving revenue growth.
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