Over the following 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, provide progress 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 embrace:
- The dangers of contemporary retirement and the best way 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 yr.
- Tax alpha comparable to tax-deferred progress 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 extra info isn’t 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 Trade Fee is efficient. Every fund’s prospectus and assertion of extra info isn’t 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 isn’t permitted.
Earlier than investing, fastidiously contemplate the fund’s funding goals, dangers, prices, and bills. Please see the prospectus and abstract prospectus containing this and different info which could be obtained by calling 1-866-363-9219. Learn it fastidiously earlier than investing.
Calamos Investments LLC, referred to herein Calamos is a monetary companies firm providing such companies via 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 might lose cash in your funding within the Fund(s). There could be no assurance that the Fund(s) will obtain its funding goal. Your funding within the Fund(s) isn’t a deposit in a financial institution and isn’t insured or assured by the Federal Deposit Insurance coverage Company (FDIC) or some 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 could be discovered within the Fund’s prospectus.
The Calamos Russell 2000 Structured Alt Safety ETFs are presently 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 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) can be profitable in offering the sought-after safety. The outcomes that the Fund(s) seeks to supply might 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 yr. There is no such thing as a assure that the outcomes for an final result 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 because the 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 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 value has little or no potential to attain good points however stays weak to draw back dangers. Moreover, the Cap might rise or fall from one final result interval to the following. 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 necessary Fund info as properly info regarding the potential outcomes of an funding within the Fund(s) each day.
The Fund(s) are designed to supply point-to-point publicity to the value return of the reference asset through a basket of Flex Choices. Consequently, the ETFs are usually not anticipated to maneuver straight in step with the reference asset throughout the interim interval. Buyers buying shares after an final result interval has begun might expertise very completely 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 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 satisfy 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) 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 attributable to components apart from the value of reference asset. Shares are purchased and bought at market value, 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 belongings 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 alternate 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 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 emblems 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 isn’t issued, endorsed, bought, or promoted by the Companies. The Companies make no warranties and bear no legal responsibility with respect to the Fund.
Annuities knowledge in accordance with Limra. Structured merchandise knowledge in accordance with SRP.
Calamos Monetary Providers LLC, Distributor
©2024 Pershing LLC, member FINRA, NYSE and SIPC, is an entirely 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 companies or insurance policies. Emblems, service marks and logos belong to their respective homeowners.
©2024 Calamos Investments LLC. All Rights Reserved. Calamos® and Calamos Investments® are registered emblems of Calamos Investments LLC.
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