Given the stock market ups and downs this year, investors and their wealth managers face a classic dilemma: How can you protect portfolios from downside risk and benefit from upside potential? It’s a tall order, which may be why investor demand for defined outcome ETFs (aka buffer ETFs) has grown significantly this year. Join FactSet Senior ETF Analyst Lois Gregson and her guest Elisabeth Kashner, FactSet VP Director of Global Fund Analytics, as they take a closer look at these products and share key considerations for advisors. Elisabeth also discusses her analysis process for her own real-life asset allocation change to fund a short-term goal, including narrowing down the field of specific defined outcome ETFs and considering the total cost of ownership between the most viable option and a T-bill. You can view her blog article mentioned in this episode at https://insight.factset.com/buffer-etfs-vs.-t-bills-a-total-cost-of-ownership-perspective.This episode was recorded on June 16, 2025.The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet.© FactSet Research Systems Inc. All rights reserved.

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