Calamos Introduces New Structured Protection ETFs for Investors
Calamos' Exciting New Shield for Investors
Calamos Investments has recently unveiled two innovative financial products catering to investors seeking protection and growth: the Calamos S&P 500® Structured Alt Protection ETF (CPSU) and the Calamos Nasdaq-100® Structured Alt Protection ETF (CPNJ). These structured protection ETFs are designed to offer investors exposure to leading market indices with the security of 100% downside protection for a full year.
Details of the Calamos S&P 500® ETF
The launch of the Calamos S&P 500® Structured Alt Protection ETF (CPSU) promises an estimated upside cap range of between 6.69% and 7.30%. This product allows investors to engage with the performance of the S&P 500 index while safeguarding their investments against declines over the span of one year. It’s expected to launch soon, marking an exciting addition to Calamos's portfolio of structured products.
Understanding the Upside Cap and Structure
The unique feature of CPSU lies in its structure, designed to combine cost-effectiveness, liquidity, and tax efficiency. The fund is tailored for those who wish to mitigate risks while still participating in potential upside growth. The estimated cap is based on a mix of historical performance measures and market conditions, providing a reliable framework for investors looking for both security and gains in a volatile environment.
Calamos Nasdaq-100® ETF Insights
In parallel, the Calamos Nasdaq-100® Structured Alt Protection ETF (CPNJ) will also offer a compelling cap range of 7.10% to 8.02%. This product not only reflects performance tied to the Nasdaq-100 Index but also provides complete protection against downturns, making it an attractive option for tech-savvy investors who are keen on minimizing risk during uncertain market times.
The Structure of CPNJ and Its Audience
CPNJ promises to cater to a wide range of investors by incorporating a strategy that combines protection with the growth potential commonly seen in tech-heavy indices. As it resets annually, it allows opportunities for investors to re-evaluate their strategies and optimally position themselves in the market.
Investment Strategy and Management Expertise
Both CPSU and CPNJ are backed by Calamos's decades of experience in alternatives and risk management. The management team, led by Co-CIO Eli Pars, focuses on maintaining a strategic approach to capital allocation that benefits from comprehensive market insights. The annual expense ratio for both ETFs stands at an attractive 0.69%, ensuring that overhead costs do not significantly eat into investors’ returns.
Long-term Tax Efficiency Benefits
One key benefit highlighted by Calamos is the tax efficiency of these structured products. Shares held for over a year are eligible for long-term capital gains tax treatment, making these ETFs a smart choice for investors aiming to optimize their portfolios while keeping tax implications in mind.
About Calamos Investments
Calamos Investments is not merely a financial services company but a holistic investment partner. With over $40 billion in assets under management, including significant holdings in alternatives, the firm has cultivated diverse strategies for its widespread clientele, including financial advisors, institutional investors, and individuals. Its suite of offerings includes ETFs, mutual funds, and separately managed accounts tailored for a variety of investment goals.
Headquartered in the metropolitan area of Chicago, with additional offices across major cities in the U.S., Calamos is well-positioned to serve a global market with innovative financial strategies. Clients are encouraged to visit Calamos’s platforms for more information on their comprehensive investment solutions.
Frequently Asked Questions
What are the benefits of the Calamos Structured ETFs?
These ETFs provide 100% downside protection with potential upside growth, allowing investors to participate in market upswings while being safeguarded from downturns.
How does the upside cap work?
The upside cap indicates the maximum potential return on the investment over a designated period, based on market conditions and performance metrics.
Who manages the Calamos Structured Protection ETFs?
The ETFs are managed by the experienced team at Calamos Investments, led by Co-CIO Eli Pars, who brings extensive expertise in alternatives and risk management.
Are the funds tax-efficient?
Yes, both funds are designed to offer tax-efficient growth, allowing for long-term capital gains treatment if kept beyond a year.
Where can I find more information about Calamos Investments?
Further details on their investment strategies and current offerings can be found on their official website and via their social media channels.
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