The sharp rise in interest rates is driving a record amount of investor dollars into cash products and other capital-protected investments such as structured principal-protected notes and indexed fixed annuities. Today, there is almost 4 times more demand for equity-protected products than for capital at risk products.*
Join the Calamos Investments team as they discuss Calamos™ Equity Hedged ETFs – the largest suite of ETFs designed to deliver the capital growth potential of the S&P 500®Nasdaq-100®or Russell 2000®with 100% protection against losses during one-year performance periods.
We believe this new category of ETFs has the potential to revolutionize the way advisors manage their clients' cash reserves and equity market risk: www.calamos.com/protection.
Topics covered in this webinar include:
- Exploring Structured Hedging ETFs: Learn the core mechanics of structured hedging ETFs, including option strategies that provide full downside protection and enable upside potential in major benchmarks.
- Market Dynamics Analysis: Discuss current market conditions that favor the use of ETFs for capital protection, focusing on their liquidity, transparency and effectiveness.
- Tax advantages and investment growth: Realize the tax benefits of these ETFs, such as tax-deferred growth and favorable long-term capital gains rates, increasing the tax efficiency of the portfolio.
CFP, CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are awaiting approval.
Sponsored by
Matt Kaufman
SVP, Head of ETFs
Calamos Investments
David O'Donohue
Senior Vice President, Senior Co-Portfolio Manager
Calamos Investments
David Lenok – Host
Wealth Planning Senior Editor
WealthManagement.com
Before investing, carefully consider the fund's investment objectives, risks, fees and expenses. Please have a lookthe prospectus and the summary prospectus it contains This and other information can be obtained by calling 1-866-363-9219. Read it carefully before investing.
The information in each fund's prospectus and statement of additional information) is not complete and is subject to change. We may not sell the securities of any fund until that fund's registration statement filed with the Securities and Exchange Commission becomes effective. Any fund's prospectus and statement of additional information is not an offer to sell the securities of such fund and does not solicit an offer to buy securities of such fund in any state where the offer or sale is not permitted.
Calamos Investments LLC, referred to herein as Calamos, is a financial services company that provides such services through its subsidiaries: Calamos Advisors LLC, Calamos Wealth Management LLC, Calamos Investments LLP and Calamos Financial Services LLC.
An investment in the Fund(s) is subject to risks and you may lose money on your investment in the Fund(s). There can be no assurance that the Fund(s) will achieve its investment objective. Your investment in the Fund(s) is not a deposit with a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. The risks associated with an investment in the Fund(s) may increase during periods of significant market volatility. The Fund(s) also have key principal risks, which are described below. More detailed information about these risks can be found in the Fund's prospectus.
Calamos Russell 2000 Structured Alt Protected ETFs are currently reflected in an initial SEC filing under the name Calamos Capital Protected Russell 2000 ETF.
Investing involves risks. Loss of principal is possible. The Fund(s) face numerous risks of trading in the market, including authorized participation concentration risk, capital change risk, capital protection risk, upside risk, cash holding risk, default risk of clearing members, correlation risk, derivatives risk, equity securities risk, investment timing risk, large-cap investment risk, liquidity risk, market maker risk, market risk, risk of non-diversification, options risk, premium discount risk, secondary trading risk, sector risk, tax risk, trading issue risk, ETF fundamental risk and valuation risk. For a detailed list of the funds' risks, see the prospectus.
There is no guarantee that the Fund(s) will be successful in providing the required protection. The results that the Fund(s) seek to provide can only be achieved if you hold shares on the first day of the result period and continue to hold them on the last day of the result period, approximately one year. There is no guarantee that results for a performance period will be realized or that the Fund(s) will achieve its investment objective. If the result period has begun and the underlying ETF has increased in value, any appreciation of the fund(s) due to increases in the underlying ETF since the start of the result period will not be protected by the required hedge, and an investor may experience loss until the underlying ETF returns to the original price at the start of the result period. Shareholders of the fund are subject to an upside return limit (the “Cap”) which represents the maximum percentage return an investor can achieve from an investment in the fund(s) for the performance period, before fees and expenses. If the result period has begun and the funds have increased in value to a level close to the limit, an investor who buys at that price has little or no ability to realize profits, but remains vulnerable to downside risks. Additionally, the Cap may rise or fall from one result period to another. The capacity and relative position of the Fund(s) should be considered before investing in the Fund(s). Website of the Fund(s), www.calamos.comprovides important information about the Fund as well as information about the possible results of an investment in the Fund(s) on a daily basis.
The fund(s) are designed to provide point-to-point exposure to the price return of the reference asset through a basket of Flex options. As a result, ETFs are not expected to move directly in line with the reference asset over the interim period. Investors who purchase shares after the start of a performance period may experience results that are very different from the fund's investment objective. The initial performance periods are approximately 1 year starting from the fund creation date. After the initial performance period, each subsequent performance period will begin on the first day of the month in which the fund was established. After one result period ends, another will begin.
FLEX Options Risk The Fund(s) will use FLEX options issued and guaranteed for settlement by the Options Clearing Corporation (OCC). In the unlikely event that OCC becomes insolvent or is otherwise unable to meet its repayment obligations, the Fund(s) could suffer substantial losses. Additionally, FLEX options may be less liquid than standard options. In a less liquid market for FLEX options, the Funds may have difficulty closing out certain FLEX options positions at the desired times and prices. The values of FLEX Options do not rise or fall at the same rate as the reference asset and may change due to factors other than the price of the reference asset. Shares are bought and sold at market price, not net asset value (NAV), and cannot be purchased individually by the fund. NAV represents the value of each share's portion of the fund's underlying assets and cash at the end of the trading day. Market price returns reflect the midpoint of the bid/ask spread as of the close of trading on the stock exchange where the fund's shares are listed.
100% capital protection is for a period of one year before fees and expenses. All caps are default.
Range of caps – The maximum percentage return that an investor can achieve from an investment in the Fund if held during the Performance Period. The cap range depicted is the high and low cap rate over the last 15 trading days. The actual cap delivered by the Fund may be different.
Protection level – The amount of protection the Fund is designed to achieve over the remaining days.
Result period – Number of days in the result period.
Nasdaq® and Nasdaq-100 are registered trademarks of Nasdaq, Inc. (which together with its affiliates are referred to as the “Corporations”) and are licensed for use by Calamos Advisors LLC. The Fund has not been passed by the Corporations as to their legality or suitability. The Fund is not issued, endorsed, sold or promoted by Corporations. The Corporations make no guarantees and bear no liability in relation to the Fund(s).
*Data based on 2023 annuity and structured product data, according to Limra and SRP, respectively.
Calamos Financial Services LLC, Distributor
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