Simplify Launches CTAP ETF, Combining 100% Exposure to Large-Cap U.S. Equities and 100% Exposure to a Systematic Managed Futures Strategy

NEW YORK – Simplify Asset Management (“Simplify”), a leading provider of Exchange Traded Funds (“ETFs”), today announced the launch of the Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP).

This new fund seeks long-term capital appreciation by combining 100% exposure to large cap U.S. equities with 100% exposure to a systematic managed futures strategy, providing a capital-efficient means for investors to gain exposure to each asset without requiring additional capital outlay.

CTAP offers 100% exposure to a systematic long/short managed futures strategy designed by Altis Partners, which has 20 years of experience in the category. The strategy is designed to invest across global commodities and interest rates. The exposure in CTAP is obtained via a total return swap based on the underlying performance of the Simplify Managed Futures Strategy ETF (CTA), designed for absolute return and portfolio diversification. CTA, which has been live since early 2022, has been one of the stronger performers in the managed futures fund category since inception and has gathered more than $1.1 billion in assets.

On the equity side, CTAP delivers 100% exposure to U.S. large-caps via a market cap-weighted, passive exposure to stocks, obtained primarily via a low-cost, liquid ETF.

“We are very excited to be launching CTAP, which we designed with two key goals in mind: delivering portfolio diversification and doing so in a highly capital-efficient manner,” said David Berns, Co-Founder and Chief Investment Officer at Simplify. “Historically, stocks and managed futures have exhibited a low correlation with each other, making them effective partners in a two-strategy combination. An investor that substitutes a portion of their equity portfolio with CTAP can then gain the diversification benefits of managed futures without reducing their exposure to other asset classes and without having to make additional capital outlays. It’s an approach we’re very excited to discuss with the marketplace.”

More information on Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP).

ABOUT SIMPLIFY ASSET MANAGEMENT INC 

Simplify Asset Management Inc. is a Registered Investment Adviser founded in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies. By accounting for real-world investor needs and market behavior, along with the non-linear power of options, our strategies allow for the tailored portfolio outcomes for which clients are looking.