Assist Purchasers Buffer Draw back Whereas Retaining Upside Potential: BlackSwan ETF

Christian Magoon
Founder & CEO
Amplify ETFs
Dan Cupkovic, CFP
Director of Investments
ARGI Funding Providers
David Armstrong - Moderator
Editor-in-Chief
WealthManagement.com

This webinar is for registered monetary professionals solely

Latest inventory market volatility has reminded traders of the inherent dangers in fairness investing, and prompted them to guage if and the way they’re protected on the draw back.

Many funding methods that try to guard or buffer draw back danger are advanced, costly, or don’t present any potential for upside fairness participation.

Be part of Amplify ETFs and ARGI Investments as we talk about a easy, but highly effective technique that will assist traders buffer towards important losses whereas nonetheless collaborating in potential fairness upside. We'll talk about:

Navigating unstable markets and the necessity for higher funding instruments
Contained in the BlackSwan technique: rules, elements & outcomes
What's the SWAN ETF and the place does it slot in an total portfolio?

The Amplify BlackSwan Progress & Treasury Core ETF (SWAN) is a brand new answer that seeks funding outcomes that correspond to the S-Community BlackSwan Core Complete Return Index (the Index). The Index’s funding technique seeks uncapped publicity to the S&P 500 (through in-the-money LEAP name choices), whereas searching for to buffer towards the potential for important losses (through U.S. Treasury Securities).

The Fund isn't a cash market fund.

See the Amplify BlackSwan Progress & Treasury Core ETF prospectus.

Learn the prospectus fastidiously earlier than investing.

Investing entails danger, together with the doable lack of principal. Shares of any ETF are purchased and bought at market value (not NAV), could commerce at a reduction or premium to NAV and usually are not individually redeemed from the Fund. The Fund’s return could not match or obtain a excessive diploma of correlation with the return of the underlying Index. To the extent the Fund makes use of a sampling method, it could expertise monitoring error to a larger extent than if the Fund had sought to duplicate the Index. Using by-product devices, comparable to choices contracts, can result in losses due to hostile actions within the value or worth of the underlying asset, index or charge, which can be magnified by sure options of the derivatives. Investing in choices, together with LEAP Choices, and different devices with option-type parts could enhance the volatility and/or transaction bills of the Fund. An choice could expire with out worth, leading to a lack of the Fund’s preliminary funding and could also be much less liquid and extra unstable than an funding within the underlying securities. Investments in debt securities usually lower in worth when rates of interest rise. This danger is normally larger for longer-term debt securities. The Fund is non- diversified, that means it could focus its belongings in fewer particular person holdings than a diversified fund.

The S-Community BlackSwan Core Complete Return Index (Ticker: SWANXT) holds U.S. Treasury securities and SPY LEAP Choices. On every rebalancing date, the Index targets 90% of its index market capitalization in U.S. Treasury securities and 10% targets of its index market capitalization in SPY LEAP Choices. The weighting of U.S. Treasury securities is decided by the choice reconstitution schedule. The S-Community BlackSwan Core Complete Return Index is a trademark of the Index Supplier and has been licensed to be used for sure functions by the Adviser. The Index Supplier isn't affiliated with the Belief, the Adviser, both Sub-Adviser or the Distributor. The Fund is entitled to make use of the Index pursuant to a sub-licensing settlement with the Adviser. It's not doable to straight put money into an index.

Lengthy-term fairness anticipation securities (LEAPS) are publicly traded choices contracts with expiration dates which might be longer than one 12 months.

An “in-the-money” name choice contract is an choice contract with a strike value that's under the present value of the underlying reference asset.

Amplify Investments LLC is the Funding Adviser to the Fund, and ARGI Funding Providers, LLC and Exponential ETFs function the Funding Sub-Advisers.

Amplify ETFs are distributed by Quasar Distributors LLC

This webinar is for Registered Monetary Professionals Solely

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*CFP, CIMA®, CPWA®, and AEP® CE Credit have been utilized for and are pending approval.