Articles and Updates
September 2024

OCC and OIC Support World Investor Week 2024

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WHAT IS WORLD INVESTOR WEEK?

World Investor Week (WIW) is an annual global campaign spearheaded by the International Organization of Securities Commissions (IOSCO) to raise awareness about the importance of investor education and protection. Explore the World Investor Week website for details on events and other opportunities to participate.

During the week of October 7- 13, OCC® and The Options Industry Council (OIC)® are joining organizations around the world to support this important initiative.

HOW ARE OCC AND OIC SUPPORTING WORLD INVESTOR WEEK 2024?

As the world’s largest equity derivatives clearing organization, OCC is committed to promoting market integrity and supporting informed investing decisions. One way that OCC supports its mission is through the programs and services of The Options Industry Council (OIC).

Since 1992, OIC has been dedicated to providing independent, practical and engaging educational resources designed to enhance the knowledge and understanding of exchange-listed options among a global audience of market participants.  

World Investor Week presents an opportunity for investors to review some featured OIC content and further their options education. 
 

An Educated Investor…

Reviews Investment Disclosure Documents 

  • Options Overview for Investor (PDF Document) 
    This recently released document is intended to highlight a few terms and concepts that should be understood by an investor considering options. The overview contains examples and details concepts such as rights & obligations, exercise & assignment and options pricing, among others. This resource is not a replacement for the ODD and should only be used to support investors as they navigate the disclosure document. 
  • ODD Quick Guide (Interactive Guide)
    Through the programs and services of OIC, OCC has created an ODD Quick Guide to support your understanding of the Options Disclosure Document (ODD), Characteristics and Risks of Standardized Options. This interactive resource is designed to help you navigate the disclosure document and explore the topics covered. Prior to buying or selling an option, investors should read the ODD. 

Practices Before Investing

  • OIC Options Academy: Key Concepts and Strategies (Options Curriculum)
    This OCC Learning curriculum is designed for investors of all experience levels seeking to build their options knowledge. Courses span a wide range of topics, including Basic Concept and Terminology, Options Pricing, Volatility, and Options Strategies for various outlooks.
  • Options Calculator (Tool)
    OIC offers a comprehensive suite of tools to help you practice the concepts that you have learned. The options calculator, provided by iVolatility, allows users to customize input parameters to view fair values and Greeks of any option, all in a theoretical environment.

Understands the Impact of Changing Market Conditions

  • Beyond the Basics: Understanding 0DTE Positions and Comparing ETF & Index Options (Webinars)
    In October, OIC will present a pair of all-new, live webinars covering two topics. For the first session of the month, the presentation centers on understanding 0DTE option positions, while the second event will compare and contrast ETF and index options. Register today for the October events. 
  • The Impact of T+1 on Options (Article)
    The highly anticipated settlement cycle conversion from T+2 to T+1 was recently rolled out. This change affected transactions for stocks, bonds, municipal securities, exchange-traded funds, certain mutual funds, and limited partnerships that trade on an exchange. What is the settlement cycle and how did this change affect the world of options?