WEBCASTS
Your "options" for pursuing tax efficient monthly income
Options-based ETFs have been growing in popularity due to their ability to offer high income potential that's less correlated to interest rates.
But as the number of income "options" increases, it's more important than ever to understand how to cut through the noise and evaluate these income offerings for your clients.
SUMMARY
We invite you to join options-based ETF pioneer and Co-Founder of NEOS Investments, Troy Cates, for a live discussion about:
- Pursuing high monthly income during times of declining interest rates
- The importance of tax efficient income for clients
- An overview of the NEOS suite of ETFs that seek high monthly income and tax efficiency across core portfolio exposures
SPEAKERS
Troy Cates
Co-Founder, Managing Partner and Portfolio ManagerNEOS Investments
Todd Rosenbluth
Head of ResearchVettaFi
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Important Disclosures
Investors should carefully consider the investment objectives, risks, charges and expenses of Exchange Traded Funds (ETFs) before investing. To obtain an ETF’s prospectus containing this and other important information, please call (866) 498-5677 or view/download a prospectus for each fund at https://neosfunds.com. Please read the prospectus carefully before you invest.
An investment in NEOS ETFs involve risk, including possible loss of principal. The equity securities purchased by the Funds may involve large price swings and potential for loss.
The use of derivative instruments involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. These risks include (i) the risk that the counterparty to a derivative transaction may not fulfill its contractual obligations; (ii) risk of mispricing or improper valuation; and (iii) the risk that changes in the value of the derivative may not correlate perfectly with the underlying asset, rate or index. Derivative prices are highly volatile and may fluctuate substantially during a short period of time. The use of leverage by the Fund, such as borrowing money to purchase securities or the use of options, will cause the Fund to incur additional expenses and magnify the Fund’s gains or losses. The earnings and prospects of small and medium sized companies are more volatile than larger companies and may experience higher failure rates than larger companies. Small and medium sized companies normally have a lower trading volume than larger companies, which may tend to make their market price fall more disproportionately than larger companies in response to selling pressures and may have limited markets, product lines, or financial resources and lack management experience. The funds are new with a limited operating history.
The information on this website does not constitute investment advice or a recommendation of any products, strategies, or services. Investors should consult with a financial professional regarding their individual circumstances before making investment decisions. NEOS Funds or its affiliates, nor Foreside Fund Services, LLC, or its affiliates accept any responsibility for loss arising from the use of the information contained herein.
NEOS ETFs are distributed by Foreside Fund Services, LLC.
This event is for financial professionals and institutional investors only.