Over the following few years, a file variety of Individuals 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, provide development potential as much as a cap, and 100% draw back safety over a one-year consequence interval: www.calamos.com/safety.
Subjects lined on this webinar embody:
- The dangers of recent retirement and how one can 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 akin 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
Jamie Patturelli – Host
Director, Change Traded Merchandise
New York Inventory Change
FOR INVESTMENT PROFESSIONAL USE ONLY
The knowledge in every fund’s prospectus and assertion of extra info shouldn’t 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 Change Fee is efficient. Every fund’s prospectus and assertion of extra info shouldn’t be a suggestion to promote such fund’s securities and isn’t soliciting a suggestion to purchase such fund’s securities in any state the place the provide or sale shouldn’t be permitted.
Earlier than investing, fastidiously contemplate the fund’s funding goals, dangers, costs, and bills. Please see the prospectus and abstract prospectus containing this and different info which might 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 by means of 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 can lose cash in your funding within the Fund(s). There might 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 every other authorities company. The dangers related to an funding within the Fund(s) can enhance throughout instances of serious market volatility. The Fund(s) additionally has particular principal dangers, that are described under. Extra detailed info relating to these dangers might 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 title 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 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 record of fund dangers see the prospectus.
There are not any assurances the Fund(s) can be profitable in offering the sought-after safety. The outcomes that the Fund(s) seeks to offer could solely be realized in case you are 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 any assure that the outcomes for an consequence interval can 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 for the reason that graduation of the result interval won’t be protected by the sought-after safety, and an investor might expertise losses till the underlying ETF returns to the unique value on the graduation of the result interval. Fund shareholders are topic to an upside return cap (the “Cap”) that represents the utmost share 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 degree close to to the Cap, an investor buying at that value has little or no capacity to attain positive aspects however stays weak to draw back dangers. Moreover, the Cap could rise or fall from one consequence interval to the following. The Cap, and the Fund(s) place relative to it, needs to be thought of earlier than investing within the Fund(s). The Fund(s) web site, www.calamos.com, offers vital Fund info as properly 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. Consequently, the ETFs usually are not anticipated to maneuver instantly consistent with the reference asset in the course of the interim interval. Traders buying shares after an consequence interval has begun could expertise very totally different outcomes than fund’s funding goal. Preliminary consequence durations are roughly 1-year starting on the fund’s inception date. Following the preliminary consequence interval, every subsequent consequence interval will start on the primary day of the month the fund was incepted. After the conclusion of an consequence 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) might undergo important losses. Moreover, FLEX Choices could also be much less liquid than commonplace 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 instances and costs. The values of FLEX Choices don’t enhance or lower on the identical charge because the reference asset and should differ resulting from components aside from the worth of reference asset. Shares are purchased and bought at market value, not web asset worth (NAV), and usually are 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 value returns mirror the midpoint of the bid/ask unfold as of the shut of buying and selling on the change 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 share return an investor can obtain from an funding within the Fund if held over the End result Interval.
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, bought, or promoted by the Companies. The Companies 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 firms that aren’t chargeable for one another’s providers or insurance policies. Emblems, service marks and logos belong to their respective house owners.
©2024 Calamos Investments LLC. All Rights Reserved. Calamos® and Calamos Investments® are registered logos of Calamos Investments LLC.
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