Advisors and their clients need new tools to help meet the challenges of today’s market environment. The S&P 500 is trading near or at all-time highs. U.S. equities are in the midst of the longest bull market run in history. However, the stock market is cyclical – there will be another bear market. The question is not if, but when.
The ASYMshares ASYMmetric 500 ETF (NYSE: ASPY) helps advisors and investors meet these challenges by seeking to generate positive returns across bear and bull markets.
During this in-depth conversation, we will:
Discuss what’s led to the explosion in risk-managed ETF strategies
Dissect volatility – What is the difference between realized and implied volatility? How can PriceVol™ help better quantify investor sentiment?
Address how ASYMmetric ETFs seeks to help investors protect against bear market losses and to capture the majority of bull market gains
Speakers:
James Seyffart, CFA, CAIAResearch AnalystBloomberg Intelligence
James is an analyst covering ETFs and the broader fund industry for Bloomberg Intelligence. Before becoming an analyst, James spent the early parts of his career working in Bloomberg’s data department. He maintained the data on US and Canadian Funds ranging from ETFs to Hedge Funds but primarily focusing on the ETF space. He assisted in the creation and development of multiple ETF functions on the terminal.
Darren Schuringa, CFACEOASYMmetric ETFs
Darren successfully founded, grew and sold two ETF businesses: Yorkville ETF Advisors and Exchange Traded Concepts. His pioneering work in rule-based risk management led to one of the largest hedge fund seeds of 2015. ASYMmetric ETFs combines his background in hedge funds and ETFs to create his latest and most exciting ETF venture.
Important Risk InformationAll investing involves risk, including possible loss of principal. The performance of the Fund will depend on the difference in the rates of return between its long positions and short positions. During a rising market, when most equity securities and long-only equity ETFs are increasing in value, the Fund’s short positions will likely cause the Fund to underperform the overall U.S. equity market. When the Fund shorts securities, including securities of another investment company, it borrows shares of that security or investment company, which it then sells. There is no guarantee the Fund will be able to borrow the shares it seeks to short in order to achieve its investment objective. The Fund’s investments are designed to respond to volatility based on a proprietary model developed by the Index Provider which may not be able to accurately predict the future volatility of the S&P 500® Index. If the S&P 500® Index is rapidly rising during periods when the Index Provider’s volatility model has predicted significant volatility, the Fund may be underexposed to the S&P 500® Index due to its short position and the Fund would not be expected to gain the full benefit of the rise in the S&P 500® Index. Additionally, in periods of rapidly changing volatility, the Fund may not be appropriately hedged or may not respond as expected to current volatility. The Fund is not actively managed and the Adviser would not sell a security due to current or projected underperformance of a security, industry or sector, unless that security is removed from the Index.
Before investing, carefully consider the fund’s investment objectives, risks, changes, and expenses. This and other information is in the prospectus and a summary prospectus, copies of which may be obtained at www.asymshares.com or 1-866-ASYM777.
Foreside Fund Services, LLC, distributor.
