#United States #Chicago #Calamos Investments #S&P 500 #Russell 2000

Calamos Investments Launches New ETFs for Equity Protection

Calamos Investments LLC, a prominent player in the alternatives investment market, has officially announced the launch of its latest Structured Protection ETFs designed to provide investors with a unique opportunity for capital growth while safeguarding their investments against potential market downturns. This announcement comes as part of their commitment to enhance portfolio options for financial advisors and individual investors.

Key Highlights of the New ETFs

Two new products are set to enter the market on January 2, 2025: the Calamos S&P 500® Structured Alt Protection ETF™ (ticker symbol: CPSY) and the Calamos Russell 2000® Structured Alt Protection ETF™ (ticker symbol: CPRY). Both ETFs will provide 100% downside protection, making them attractive options for those looking to mitigate risk in an uncertain market.

• - Calamos S&P 500® Structured Alt Protection ETF™ (CPSY)

- Estimated Cap Range: 7.45% - 7.89%
- Outcome Period: January 2, 2025, to December 31, 2025
- Reference Asset: SPDR® S&P 500® ETF Trust (SPY)
- Annual Expense Ratio: 0.69%

• - Calamos Russell 2000® Structured Alt Protection ETF™ (CPRY)

- Estimated Cap Range: 9.08% - 9.73%
- Outcome Period: January 2, 2025, to December 31, 2025
- Reference Asset: iShares Russell 2000® ETF (IWM)
- Annual Expense Ratio: 0.69%

With these new entries, Calamos continues to lead the market with its extensive offerings of capital-protected growth strategies that cater to major U.S. equity benchmarks. The approach relies not only on the performance of the indexes but also ensures that investors' capital is shielded from losses if they hold the ETFs through the full outcome period.

Investor Benefits

The structured ETFs from Calamos provide several distinct advantages:
1. Capital Protection: Investors are assured of 100% downside protection if they hold the investment for the entire year, making it a secure option amidst volatile market conditions.
2. Tax Efficiency: Gains generated within the ETFs are tax-deferred, and if held for longer than a year, they will benefit from lower long-term capital gains tax rates.
3. Monthly Entry Points: With annual reset benefits and new upside caps introduced monthly, investors can repeatedly seize opportunities for growth while managing their risk exposure.

Portfolio Management

The ETFs are managed by Calamos’ Co-CIO, Eli Pars, and his dedicated Alternatives Team, which is committed to delivering strategies that adapt to changing market conditions while safeguarding investor interests.

More About Calamos Investments

As a diversified global investment firm, Calamos Investments offers a range of innovative investment strategies, emphasizing alternatives among other asset classes. With assets under management exceeding $40 billion, including over $17 billion in liquid alternatives, the firm remains dedicated to providing robust investment solutions tailored to institutional clients and individual investors alike. Its headquarters are located in the Chicago metropolitan area, with additional offices situated in major U.S. cities, including New York and San Francisco.

For investors looking for structured protection with equity exposure, Calamos’s new ETFs present compelling options. As market volatility continues to challenge investors globally, these products underline the importance of capital preservation while allowing for upside potential.