Simplify Asset Management
Simplify Asset Management is a New York-based exchange-traded fund ("ETF") and exchange-traded product ("ETP") sponsor and asset manager. In addition to providing advisor-centric content and tools on the company's website, Simplify launched its first three funds through affiliate firm Simplify ETFs in August of 2020.
Company Information[edit]
Simplify Asset Management uses index equity ETFs with options-based overlays to help advisors build better portfolios. The company's initially published strategies are designed to benefit from Convexity and the typically non-linear payoffs that are often associated with the concept. Additionally, Simplify's initial strategies are designed to serve as core equity exposure, filling a strategic or tactical sleeve that can play a traditional role in asset allocation or a replacement role for traditionally more conservative asset classes such as fixed income.
History[edit]
Simplify Asset Management was founded by Chief Executive Officer (CEO), Paul Kim, CFA and Chief Investment Officer (CIO), David Berns, PhD, in the Spring of 2020 following prior professional engagements between the two at their former firms: Principal Global Advisors and Nasdaq. In a statement for MutualFundWire.com in May of 2020, Kim said "Simplify is a startup focused on providing new tools to investors; we are going to be hyper focused on advisors inside the RIA channel."[1]
In May of 2020, the company filed for its first three actively-managed ETFs[2] including Simplify US Equity Plus Convexity ETF (SPYC), Simplify US Equity Plus Upside Convexity ETF (SPUC), and the Simplify US Equity Plus Downside Convexity ETF (SPD).
References[edit]
- ↑ "MutualFundWire.com: An ETF Strategy Chief Co-Founds an NYC Shop". www.mfwire.com. Retrieved 2020-08-18.
- ↑ "Simplify US Equity Convexity Suite ETF SEC Filings". www.sec.gov. Retrieved 2020-08-18. Unknown parameter
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