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Higher Income, Higher Quality: new Ways with ETFs

From Option Premiums to Dividend Quality

Your advantages at a glance

Market perspective
Income from equities, two ways: how option premiums and quality dividends generate regular payouts, and how to combine both approaches in client portfolios.

Exclusive circle
Only staff of licensed EAMs. Exchange ideas with over 50 asset managers.

Compact & efficient
Fidelity International and Franklin Templeton side by side: two income approaches, one evening, concrete ideas you can take straight into your portfolios.

Confirm participation for 27.10.

Exclusively for licensed EAMs
Confirmation after review

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Fidelity International

A globally active, independent asset manager founded in 1969. With its new Equity Enhanced Yield ETF range, Fidelity combines an actively managed equity portfolio with a systematic call option overlay, aiming to provide regular income while staying invested in equity markets.

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Franklin Templeton

One of the world’s largest asset managers, with roots going back to 1947. Through the Franklin European Quality Dividend UCITS ETF, Franklin Templeton invests in European companies with high and sustainable dividends, selected on quality criteria such as profitability, balance sheet strength and cash generation.

For years, the roles seemed clear: bonds for income, equities for growth. Today, many clients want both: regular payouts without giving up participation in equity markets. Yet with dividend yields on many major indices well below what clients expect, equity income no longer comes by itself.

This is where two very different approaches come in. Option premiums: an actively managed equity portfolio, complemented by a systematic call overlay that turns market volatility into additional income. Quality dividends: a rules-based selection of European companies with high and sustainable dividends, solid balance sheets and strong cash generation, giving you income backed by substance.

Which approach suits which client? How do they behave in rising, sideways and falling markets? And how can they be combined in a portfolio? Fidelity International and Franklin Templeton present their solutions side by side: active and rules-based, option premium and dividend quality.

You’ll take away concrete insights that you can apply directly in client meetings and in portfolio allocation.

Event details 

📅 Tuesday, 27. October 2026 | 11:45 a.m. – 2:00 p.m.
📍 Mandarin Oriental Savoy Zurich
🍽️ Business lunch with three concise presentations
💼 Exclusively for licensed EAM | +50 participants

Schedule

11:45 a.m. Reception
12:00 p.m. Welcome address
12:10 p.m. Fidelity
12:45 p.m. Franklin Templeton
13:20 p.m. tba
14:00 p.m. End of event

Speakers

Portrait

Vincent Li

Fidelity International

Head of Derivatives

Head of Derivatives bei Fidelity International in Hongkong mit 18 Jahren Anlageerfahrung. Zuvor Derivatestratege bei Nomura fĂźr die APAC-Region. Vincent Li unterrichtet zudem an der CUHK Business School.

Portrait

Giovanna Cilia

Franklin Templeton

ETF Sales

Responsible for ETF Distribution Switzerland at Franklin Templeton since 2024. Previously 9 years in ETF sales at UBS, before that at J.P. Morgan, Morgan Stanley and Eurex. 30+ years of experience.

Now is the right time

  • Demand for income is rising: clients want regular payouts, without leaving the equity markets
  • Option-based income ETFs are among the fastest-growing segments in the ETF market, and new solutions are now arriving in Europe
  • In concentrated markets, quality dividend payers offer a source of return that rests on substance, not on a handful of index heavyweights
Confirm participation for 27.10.

Exclusively for licensed EAMs
Confirmation after review

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