WisdomTree

Derivatives Education

We want to empower investors with the knowledge they require to build better multi-asset portfolios. The Education Hub is designed with investors in mind. A resource to equip investors with the practical knowledge and confidence to use derivatives.

Our derivative expertise

Our expertise lies in using the derivatives market as a specialist toolbox from which we build investment solutions for investors. A derivative is something that derives its value from another asset. We believe using derivatives in a sensible, uncomplicated, methodical way gives investors the opportunity to fine tune the risk and reward relationship of investing in the underlying asset.

We've been delivering bespoke solutions for institutional investors since 2008 and managing investment solutions since 2013. As part of Atlantic House which was launched in 2008 and acquired by WisdomTree in May 2026. We're proud to be at the forefront of derivative use within multi-asset investments.

Types of solutions

Structured investments

Structured investments allow investors to tailor their exposure to an equity market. And as such are a common way of investing in equities, whilst having clear and defined potential returns.

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Defensive autocalls

A defensive autocall is a type of structured investment. Autocalls offer the potential of a fixed capital return if the indices to which they are linked are at or above their starting level on given dates.

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Daily range accrual

Daily range accrual is a financial instrument, typically used in structured products or derivatives, that accrues interest based on the daily price movements of an underlying asset, like a stock or an index.

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Boosters

A booster is a type of structured investment which offers increased participation in the underlying index between two pre-defined index levels.

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Accelerators

An accelerator is a type of structured investment that offers increased participation in any rise of the underlying index from the initial strike level, which is also uncapped.

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Digital synthetics

A digital synthetic is a type of structured investment that offers a potential return at maturity so long as the index is above a certain level, this level is below the initial index strike level.

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Income autocalls

An income autocall is a type of structured investment whose pay-out is contingent on the performance of an underlying asset. Income autocalls are market-linked investments offering an above-market coupon if automatically matured prior to the scheduled maturity date.

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Types of strategies

  • Defined return

    Strategies designed to deliver defined outcomes under specific market conditions, providing investors with clarity around potential returns. Performance is linked to an underlying asset, often a single equity index or multiple equity indices, but with predictable outcomes, downside buffers, and capped upside potential disclosed upfront.

  • Uncorrelated

    Uncorrelated strategies are designed to have near-zero correlation with both traditional risk assets and alternative investments. These strategies aim to provide true diversification benefits, delivering performance that is independent of the market.

  • Dynamic duration

    A dynamic duration strategy actively adjusts portfolio duration in response to the underlying interest rate and inflation environment. The goal is to potentially generate returns whether interest rates are rising (inflationary) or falling (deflationary).