Kurv Investment Management, a provider of tax-efficient, alternative strategies, today announced the launch of the Kurv Enhanced Short Maturity ETF (CBOE BZX: LQID). LQID aims to make cash work harder for investors by seeking enhanced monthly income through diversified sources of risk premia. The strategy aims to provide higher yields than traditional cash investments while potentially helping clients manage liquidity while aiming to mitigate risk.
“The role of cash in portfolios has evolved. Today, it requires more thoughtful management to support income, liquidity, and long-term purchasing power,” said Howard Chan, Founder and Chief Executive Officer of Kurv Investment Management. “LQID seeks to enhance short-term yield through careful management of lowly correlated risk premia.”
“With massive amounts of liquidity sitting on the sidelines, whether for capital calls or dry power,” said Chan, “earning more on cash can help minimize the drag on portfolio performance, allowing investors to stay opportunistic while helping address the impact that inflation and taxes can have on classic cash products.”
For more information about Kurv’s approach to offering sophisticated investment products, please visit: https://www.kurvinvest.com
About Kurv Investment Management
Kurv Investment Management was founded by a team of seasoned investment professionals from PIMCO & Goldman Sachs. Our mission is to make actively managed, high income and tax-efficient strategies that we’ve managed for sovereign wealth, pension funds and other institutions, available to investors of all sizes.
We deliver these strategies in a transparent, easy to access investment vehicle, and we pair that with purpose-built tools designed to help financial advisors better serve their clients, because investment excellence is about more than returns, it’s about helping people reach their goals.
Important Information:
An investor should consider the investment objectives, risks, charges, and expenses of the Fund carefully before investing. To obtain a prospectus containing this and other information, please call 1-833-955-KURV (5878) or visit KurvInvest.com. Read the prospectus carefully before investing.
Investing in the Fund entails risk, including the loss of principal. The Fund is not a complete investment program and investors should review the risks associated with the Fund before investing. The Fund is an actively managed portfolio, and the portfolio managers will apply investment techniques and risk analyses that may not produce the desired result. There can be no guarantee that the Fund will meet its investment objective. The Fund is new with a limited operating history.
Fund Objective and Strategies:
The Fund seeks to provide monthly income. Kurv seeks to fulfill the Fund’s investment objective by using two income strategies: (1) an interest income strategy and (2) an income-generating option strategy on fixed income instruments.
The Fund primarily invests in U.S. dollar-denominated investment grade debt securities and may invest, without limitation, in futures contracts, swaps, or forward contracts, subject to applicable law and any other restrictions described in the Fund’s prospectus or Statement of Additional Information. In addition, the Fund may invest, without limitation, in mortgage or asset-backed securities. To generate additional income, the Fund employs an exchange-traded and over-the-counter (“OTC”) option writing strategy.
An investment in the Fund entails risk, including the loss of principal. The Fund is not a complete investment program and investors should review the risks associated with the Fund before investing. The Fund is an actively managed portfolio, and the portfolio managers will apply investment techniques and risk analyses that may not produce the desired result. There can be no guarantee that the Fund will meet its investment objective.
As an ETF, the Fund is exposed to the additional risks, including: (1) concentration risk associated with Authorized Participants, market makers, and liquidity providers. Such concentration could negatively impact liquidity; (2) costs risks associated with frequent trading; (3) market prices may differ from the Fund’s net asset value; and (4) liquidity risk due to a potential lack of trading volume.
Fund Risks:
The Fund is subject to the risk that fixed income securities will fluctuate in value because of a change in interest rates; a fund with a longer average portfolio duration will be more sensitive to changes in interest rates than a fund with a shorter average portfolio duration. The Fund could lose money if the issuer or guarantor of a fixed income security is unable or unwilling to meet its financial obligations. Derivatives may involve certain costs and risks such as liquidity, interest rate, market, credit, management, and the risk that a position could not be closed when most advantageous. Investing in derivatives could lose more than the principal invested. Mortgage-related and other asset-backed securities may be sensitive to changes in interest rates, extension risk, prepayment risk and credit risk. The Fund may invest in foreign securities which may result in the Fund experiencing more rapid and extreme changes in value due to smaller markets, differing reporting, accounting and auditing standards, increased risk of delayed settlement of portfolio transactions or loss of certificates of portfolio securities, and unfavorable foreign government actions.
The Kurv Enhanced Short Maturity ETF is distributed by Foreside Fund Services LLC, Member FINRA/SIPC. Foreside Fund Services LLC is not affiliated with Kurv Investment Management.
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