#United States #Chicago #Calamos Investments #S&P 500 #Structured Protection ETF

Calamos S&P 500® Structured Alt Protection ETF Reset

Calamos Investments has announced the upcoming reset of its Calamos S&P 500® Structured Alt Protection ETF® — May (CPSM), taking effect on May 1, 2025. This reset will introduce an estimated upside cap range of 6.88% to 7.45% over a one-year outcome period. This strategic move is aimed at providing investors with enhanced opportunities while maintaining a strong layer of protection against potential losses.

Details of the Reset

Upon this reset, the CPSM will ensure 100% downside protection against unfavorable market conditions affecting the S&P 500 Index over the subsequent year. Investors are particularly drawn to this offering due to the combination of its guaranteed protection and appealing upside potential.

The upside cap is particularly attractive, representing the maximum earnings investors can achieve from their investments in this ETF during the outcome period, which runs from May 1, 2025, to April 30, 2026. The reset of the cap range aligns with Calamos Investments' ongoing commitment to providing innovative investment solutions by leveraging its extensive expertise in alternatives and risk management.

Key Features of CPSM

• - Estimated Cap Range: 6.88% - 7.45%
• - Outcome Period: One year
• - Reference Asset: Price return of the SPDR® S&P 500® ETF Trust (SPY)
• - Annual Expense Ratio: 0.69%
• - Managed by: Co-CIO Eli Pars and the Alternatives Team

The structured ETFs from Calamos reset annually, a feature that keeps the investment relevant while refreshing the protective measures against market downturns. This model allows investors not only to safeguard their capital but also to potentially benefit from favorable market conditions through the defined cap rates.

Tax Benefits and Management

Investing in this ETF can yield tax advantages, as gains grow on a tax-deferred basis. This means that if shares are held for more than a year, any incurred gains would be taxed at long-term capital gain rates—often a preferable rate compared to short-term gains.

Market Positioning

Calamos Investments is renowned as a diversified global investment firm, managing over $40 billion in assets, with a notable portion dedicated to liquid alternatives. Their strategies target a wide array of clients, including financial advisors, pension funds, endowments, and individual investors worldwide. The firm has maintained a robust presence in major financial hubs, ensuring quality service and insights for its clients.

As the market stands on the brink of potential volatility, the Cap range provided by the CPSM ETF could be crucial for investors looking to balance risk while aiming to capitalize on upward trends. The structure of the ETF is designed not only to protect investments but also to foster growth within a defined framework of advantages.

In summary, the upcoming reset of the Calamos S&P 500® Structured Alt Protection ETF® promises to fortify investors with both strategic protections against downturns and defined opportunities for growth within the market for the next year. For those looking to engage with the financial landscape prudently, this may present an interesting pathway.

For more detailed information on Calamos and its extensive range of products and investment strategies, you can visit their official website or connect through their social media channels.