A buffer against loss –
buffered ETFs
Buffered ETFs are structured securities that offer a way to continue to invest with a potential for growth and a buffer against losses in volatile markets.
Offer downside protection
Buffered ETFs have the potential to act as a hedge against market losses.
Tax efficiency
When used as a buy-and-hold strategy, investors may be able to take advantage of ETF tax benefits.
Constant liquidity
Buffered ETFs feature intra-day liquidity in addition to upside potential and downside cushions.
Why use buffered ETFs?
01
More liquid than other structured products, typically with a 12-month maturity date.
02
Potential for gains and downside protection.
03
Defined-outcome have the potential to mitigate risk and hedge in declining equity markets.
Buffered ETFs’ investment strategies are different from more typical investment products, and the funds may be unsuitable for some investors. It is important that investors understand the investment strategy before making an investment. Investing involves risk, including possible loss of principal. There is no guarantee the funds will achieve their investment objectives.
Why use buffered ETFs?
01
More liquid than other structured products, typically with a 12-month maturity date.
02
Potential for gains and downside protection.
03
Defined-outcome have the potential to mitigate risk and hedge in declining equity markets.
Buffered ETFs’ investment strategies are different from more typical investment products, and the funds may be unsuitable for some investors. It is important that investors understand the investment strategy before making an investment. Investment involves risk, including possible loss of principal. There is no guarantee the funds will achieve their investment objectives.
Making the most of buffered ETFs
Buffered ETFs remain one of the fastest-growing financial products. In 2022, inflows surged nearly 80%.
Delivering the benefits of defined-outcome strategies with the advantage of an ETF wrapper can be an efficient solution to many of today’s investing challenges.
Halo’s, The Financial Advisor’s Guide to Buffered ETFs, is an excellent summary for getting started.
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