Over the subsequent few years, a report variety of People will attain peak retirement age (65)—roughly 11,000 per day between 2024–2027. Many will face the problem of inflation, market volatility and longevity of their funds. Calamos designed Structured Safety ETFs to beat these retirement threats, supply development potential as much as a cap, and 100% draw back safety over a one-year final result interval: www.calamos.com/safety.
Matters lined on this webinar embody:
- The dangers of recent retirement and tips on how to mitigate them.
- Study the core mechanisms of Structured Safety ETFs that present 100% draw back safety and allow upside potential in main fairness benchmarks for one 12 months.
- Tax alpha equivalent to tax-deferred development and favorable long-term capital good points 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
FOR INVESTMENT PROFESSIONAL USE ONLY
The knowledge in every fund’s prospectus and assertion of further info will not be full and could also be modified. We could not promote the securities of any fund till such fund’s registration assertion filed with the Securities and Alternate Fee is efficient. Every fund’s prospectus and assertion of further info will not 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 will not be permitted.
Earlier than investing, fastidiously take into account the fund’s funding targets, dangers, fees, and bills. Please see the prospectus and abstract prospectus containing this and different info which will be obtained by calling 1-866-363-9219. Learn it fastidiously earlier than investing.
Calamos Investments LLC, referred to herein Calamos is a monetary providers firm providing such providers via its subsidiaries: Calamos Advisors LLC, Calamos Wealth Administration LLC, Calamos Investments LLP, and Calamos Monetary Companies LLC.
An funding within the Fund(s) is topic to dangers, and you might lose cash in your funding within the Fund(s). There will be no assurance that the Fund(s) will obtain its funding goal. Your funding within the Fund(s) will not be a deposit in a financial institution and isn’t insured or assured by the Federal Deposit Insurance coverage Company (FDIC) or every other authorities company. The dangers related to an funding within the Fund(s) can enhance throughout occasions of great market volatility. The Fund(s) additionally has particular principal dangers, that are described under. Extra detailed info concerning these dangers will 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 below the identify Calamos Capital Protected Russell 2000 ETFs.
Investing entails dangers. Lack of principal is feasible. The Fund(s) face quite a few market buying and selling dangers, together with approved participation focus danger, cap change danger, capital safety danger, capped upside danger, money holdings danger, clearing member default danger, correlation danger, derivatives danger, fairness securities danger, funding timing danger, large-capitalization investing danger, liquidity danger, market maker danger, market danger, non-diversification danger, choices danger, premium-discount danger, secondary market buying and selling danger, sector danger, tax danger, buying and selling points danger, underlying ETF danger and valuation danger. For an in depth listing of fund dangers see the prospectus.
There aren’t any assurances the Fund(s) will likely be profitable in offering the sought-after safety. The outcomes that the Fund(s) seeks to offer could solely be realized if you’re holding shares on the primary day of the result interval and proceed to carry them on the final day of the result interval, roughly one 12 months. There isn’t a assure that the outcomes for an final result interval will likely be realized or that the Fund(s) will obtain its funding goal. If the 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 result interval is not going to be protected by the sought-after safety, and an investor might expertise losses till the underlying ETF returns to the unique worth on the graduation of the 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 result interval, earlier than charges and bills. If the 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 worth has little or no skill to attain good points however stays susceptible to draw back dangers. Moreover, the Cap could rise or fall from one final 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, gives vital Fund info as nicely info 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 by way of a basket of Flex Choices. Because of this, the ETFs are usually not anticipated to maneuver immediately consistent with the reference asset in the course of the interim interval. Buyers buying shares after an final result interval has begun could expertise very totally different outcomes than fund’s funding goal. Preliminary final result intervals are roughly 1-year starting on the fund’s inception date. Following the preliminary final result interval, every subsequent final result interval will start on the primary day of the month the fund was incepted. After the conclusion of an final result interval, one other will start.
FLEX Choices Threat – 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 satisfy its settlement obligations, the Fund(s) might endure vital losses. Moreover, FLEX Choices could also be much less liquid than customary choices. In a much less liquid marketplace for the FLEX Choices, the Fund(s) could have issue closing out sure FLEX Choices positions at desired occasions and costs. The values of FLEX Choices don’t enhance or lower on the similar charge because the reference asset and should fluctuate because of components aside from the worth of reference asset. Shares are purchased and bought at market worth, not internet asset worth (NAV), and are usually not 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 worth 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 – Most proportion return an investor can obtain from an funding within the Fund if held over the Consequence Interval.
Safety Stage – Quantity of safety the Fund is designed to attain over the Days Remaining.
Consequence Interval – Variety of days within the Consequence Interval.
Nasdaq® and Nasdaq-100® are registered logos of Nasdaq, Inc. (which with its associates is known as the “Firms”) and are licensed to be used by Calamos Advisors LLC. The Fund has not been handed on by the Firms as to their legality or suitability. The Fund will not be issued, endorsed, bought, or promoted by the Firms. The Firms make no warranties and bear no legal responsibility with respect to the Fund.
Annuities information in accordance with Limra. Structured merchandise information in accordance with SRP.
Calamos Monetary Companies LLC, Distributor
©2024 Pershing LLC, member FINRA, NYSE and SIPC, is a completely subsidiary of The Financial institution of New York Mellon Company (BNY Mellon). Pershing LLC and Calamos Investments are separate unaffiliated corporations that aren’t accountable for one another’s providers or insurance policies. Logos, service marks and logos belong to their respective homeowners.
©2024 Calamos Investments LLC. All Rights Reserved. Calamos® and Calamos Investments® are registered logos of Calamos Investments LLC.
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