VIRTUAL EVENTS
A Novel Solution to S&P 500 Concentration Risk
Despite the recent volatility, the S&P 500 remains at record-breaking levels of concentration. At the same time, the S&P 500 Equal Weight’s tracking error is high and growing, introducing significant active risk in portfolios. The new S&P 500 Historical Weight ETF (DSPY) solves both these issues by using historical concentration levels.
SUMMARY
Topics will include:
- The risk implications of 50-year high S&P 500 concentration
- The high and growing tracking error of the S&P 500 Equal Weight
- An introduction to Historical Weight, which provides S&P 500 exposure according to long-term averages
SPEAKERS
Maurits Pot
CEOTema ETFs
Todd Rosenbluth
Head of ResearchVettaFi
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Important Disclosures
Carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Fund’s prospectus or summary prospectus, which may be obtained by visiting www.temaetfs.com. Read the prospectus carefully before investing.
Investors in the Fund should be willing to accept a high degree of volatility in the price of the Fund’s shares and the possibility of significant losses. An investment in the Fund involves a substantial degree of risk. Therefore, you should carefully consider the following risks before investing in the Fund.
Investing involves risk including possible loss of principal. There is no guarantee the adviser’s investment strategy will be successful.
Large-Capitalization Risk. Returns on investments in securities of large companies could trail the returns on investments in securities of smaller and mid-sized companies. The securities of large-capitalization companies may also be relatively mature compared to smaller companies and therefore subject to slower growth during times of economic expansion. Large-capitalization companies may also be unable to respond quickly to new competitive challenges, such as changes in technology and consumer tastes.
Calculation Methodology Risk. The Adviser relies on various sources of information to “weight-adjust” the S&P 500, including information that may be based on assumptions and estimates. Neither the Fund nor the Adviser can offer assurances that the calculation methodology or sources of information will provide accurate “weight-adjusted” S&P 500. Errors in the S&P 500 data, S&P 500 computations or the construction of the S&P 500 in accordance with its methodology, and errors in the process of “weight-adjusting” the S&P 500 may occur from time to time and may not be identified and corrected by the Index Provider or the Adviser for a period of time or at all, which may have an adverse impact on the Fund and its shareholders.
“Standard & Poor’s,” “S&P”, and “S&P 500” are trademarks of Standard & Poor’s Financial Services, LLC and have been licensed for use by Tema ETFs LLC (“Tema”). Tema S&P 500® Historical Weight ETF Strategy is not sponsored, endorsed, sold, or promoted by Standard & Poor’s and Standard & Poor’s makes no representation regarding the advisability of investing in Tema S&P 500® Historical Weight ETF Strategy .
Tema ETFs LLC serves as the investment adviser to Tema S&P 500 Historical Weight ETF Strategy (the “Fund”), and NEOS Investments, LLC serves as a sub adviser to the Fund. The Fund is distributed by Foreside Fund Services LLC, which is not affiliated with Tema ETFs LLC nor NEOS Investments, LLC. Check the background of Foreside on FINRA’s BrokerCheck. For inquiries: [email protected]