The sharp rise in rates of interest is driving a report quantity of investor {dollars} into money merchandise and different capital protected investments like principal protected structured notes and glued listed annuities. Right this moment, there’s almost 4x extra demand for capital-protected merchandise than for capital-at-risk merchandise.*
Be a part of the Calamos Investments crew as they talk about Calamos Capital Protected ETFs™ – the biggest suite of ETFs designed to ship fairness development potential to the S&P 500®, Nasdaq-100®, or Russell 2000®, with 100% safety in opposition to loss over one-year end result durations.
We consider this new class of ETFs has the potential to revolutionize how advisors handle their purchasers’ money reserves and fairness market threat: www.calamos.com/safety.
Matters coated on this webinar embody:
- Exploring Structured Safety ETFs: Study the core mechanisms of Structured Safety ETFs, together with choices methods that present full draw back safety and allow upside potential in main benchmarks.
- Analyzing Market Dynamics: Focus on present market circumstances that favor utilizing ETFs for capital safety, specializing in their liquidity, transparency, and cost-effectiveness.
- Tax Benefits and Funding Development: Perceive the tax advantages of those ETFs, equivalent to tax-deferred development and favorable long-term capital positive aspects charges, enhancing portfolio tax effectivity.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Sponsored by
Matt Kaufman
SVP, Head of ETFs
Calamos Investments
David O’Donohue
Senior Vice President, Senior Co-Portfolio Supervisor
Calamos Investments
David Lenok – Host
Senior Wealth Planning Editor
WealthManagement.com
Earlier than investing, rigorously think about the fund’s funding aims, dangers, prices, and bills. Please see the prospectus and abstract prospectus containing this and different data which may be obtained by calling 1-866-363-9219. Learn it rigorously earlier than investing.
The knowledge in every fund’s prospectus and assertion of further data) shouldn’t be full and could also be modified. We might not promote the securities of any fund till such fund’s registration assertion filed with the Securities and Change Fee is efficient. Every fund’s prospectus and assertion of further data shouldn’t be a proposal to promote such fund’s securities and isn’t soliciting a proposal to purchase such fund’s securities in any state the place the supply or sale shouldn’t be permitted.
Calamos Investments LLC, referred to herein Calamos is a monetary companies firm providing such companies by way of its subsidiaries: Calamos Advisors LLC, Calamos Wealth Administration LLC, Calamos Investments LLP, and Calamos Monetary Providers LLC.
An funding within the Fund(s) is topic to dangers, and you could possibly lose cash in your funding within the Fund(s). There may be no assurance that the Fund(s) will obtain its funding goal. Your funding within the Fund(s) shouldn’t be a deposit in a financial institution and isn’t insured or assured by the Federal Deposit Insurance coverage Company (FDIC) or another authorities company. The dangers related to an funding within the Fund(s) can enhance throughout instances of great market volatility. The Fund(s) additionally has particular principal dangers, that are described under. Extra detailed data concerning these dangers may be discovered within the Fund’s prospectus.
The Calamos Russell 2000 Structured Alt Safety ETFs are at the moment mirrored in an preliminary SEC submitting beneath the identify Calamos Capital Protected Russell 2000 ETFs.
Investing includes dangers. Lack of principal is feasible. The Fund(s) face quite a few market buying and selling dangers, together with licensed participation focus threat, cap change threat, capital safety threat, capped upside threat, money holdings threat, clearing member default threat, correlation threat, derivatives threat, fairness securities threat, funding timing threat, large-capitalization investing threat, liquidity threat, market maker threat, market threat, non-diversification threat, choices threat, premium-discount threat, secondary market buying and selling threat, sector threat, tax threat, buying and selling points threat, underlying ETF threat and valuation threat. For an in depth listing of fund dangers see the prospectus.
There are not any assurances the Fund(s) will likely be profitable in offering the sought-after safety. The outcomes that the Fund(s) seeks to offer might solely be realized if you’re holding shares on the primary day of the end result interval and proceed to carry them on the final day of the end result interval, roughly one 12 months. There is no such thing as a assure that the outcomes for an end result interval will likely be realized or that the Fund(s) will obtain its funding goal. If the end result interval has begun and the underlying ETF has elevated in worth, any appreciation of the Fund(s) by advantage of will increase within the underlying ETF because the graduation of the end result interval won’t be protected by the sought-after safety, and an investor may expertise losses till the underlying ETF returns to the unique value on the graduation of the end result interval. Fund shareholders are topic to an upside return cap (the “Cap”) that represents the utmost proportion return an investor can obtain from an funding within the fund(s) for the end result interval, earlier than charges and bills. If the end result interval has begun and the Fund(s) have elevated in worth to a stage close to to the Cap, an investor buying at that value has little or no capability to attain positive aspects however stays weak to draw back dangers. Moreover, the Cap might rise or fall from one end result interval to the subsequent. The Cap, and the Fund(s) place relative to it, needs to be thought-about earlier than investing within the Fund(s). The Fund(s) web site, www.calamos.com, supplies vital Fund data as properly data regarding the potential outcomes of an funding within the Fund(s) every day.
The Fund(s) are designed to offer point-to-point publicity to the worth return of the reference asset through a basket of Flex Choices. Consequently, the ETFs will not be anticipated to maneuver straight in step with the reference asset in the course of the interim interval. Buyers buying shares after an end result interval has begun might expertise very completely different outcomes than fund’s funding goal. Preliminary end result durations are roughly 1-year starting on the fund’s inception date. Following the preliminary end result interval, every subsequent end result interval will start on the primary day of the month the fund was incepted. After the conclusion of an end result interval, one other will start.
FLEX Choices Danger The Fund(s) will make the most of FLEX Choices issued and assured for settlement by the Choices Clearing Company (OCC). Within the unlikely occasion that the OCC turns into bancrupt or is in any other case unable to fulfill its settlement obligations, the Fund(s) may undergo important losses. Moreover, FLEX Choices could also be much less liquid than normal choices. In a much less liquid marketplace for the FLEX Choices, the Fund(s) might have issue closing out sure FLEX Choices positions at desired instances and costs. The values of FLEX Choices don’t enhance or lower on the identical fee because the reference asset and should differ as a result of elements apart from the worth of reference asset. Shares are purchased and offered at market value, not internet asset worth (NAV), and will not be individually redeemable from the fund. NAV represents the worth of every share’s portion of the fund’s underlying property and money on the finish of the buying and selling day. Market value returns replicate the midpoint of the bid/ask unfold as of the shut of buying and selling on the trade the place fund shares are listed.
100% capital safety is over a one-year interval earlier than charges and bills. All caps are pre-determined.
Cap Vary – Most proportion return an investor can obtain from an funding within the Fund if held over the End result Interval. Cap vary depicted is the excessive and low cap fee over the previous 15 buying and selling days. Precise cap delivered by the Fund could also be completely different.
Safety Stage – Quantity of safety the Fund is designed to attain over the Days Remaining.
End result Interval – Variety of days within the End result Interval.
Nasdaq® and Nasdaq-100 are registered logos of Nasdaq, Inc. (which with its associates is known as the “Companies”) and are licensed to be used by Calamos Advisors LLC. The Fund has not been handed on by the Companies as to their legality or suitability. The Fund shouldn’t be issued, endorsed, offered, or promoted by the Companies. The Companies make no warranties and bear no legal responsibility with respect to the Fund(s).
*Information primarily based on 2023 annuities and structured merchandise knowledge, in line with Limra and SRP, respectively.
Calamos Monetary Providers LLC, Distributor
©2024 Calamos Investments LLC. All Rights Reserved. Calamos® and Calamos Investments® are registered logos of Calamos Investments LLC.
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