With inflationary pressures across the globe stoking market volatility and agitating investor sentiment, the quest for meaningful returns on investments becomes an ongoing challenge. Where is yield to be captured while also allowing investors maintain purchasing power?
NEOS aims to maximize your income while minimizing tax consequences through the core exposure most investors have come to know and trust.
Potential Benefits of our Next Evolution Options Strategies (NEOS):
As the frequency of once-in-a-generation events seemingly increases, traditional income-oriented investments may no longer provide the income potential investors need. The capital you invest requires strategies that consider the challenges of our current market while aiming to evolve with our marketplace.
Our Next Evolution of Options Strategies are designed to help navigate the challenges of modern markets, providing income generation and tax-efficiency layered on top of the core portfolio exposures across equities, fixed income, and cash.
When seeking income is the desired outcome, more investors may be turning to options trading to supplement their portfolio yield. The liquidity and growing accessibility of options markets provide more opportunities to supplement return and protect purchasing power, while the scope and complexity of options investments benefit from an experienced manager.
NEOS solutions seek to offer higher income with greater tax efficiency.
Multi-dimensional products | NEOS options-based solutions are designed to generate monthly income AND provide compelling total returns in tax efficient offerings.
Actively-managed approach | a data-driven approach utilizing systematic, rules-based active management aims to enhance investor outcomes throughout different market cycles.
Core portfolio building blocks | NEOS ETFs offer core portfolio exposure with data-driven options strategies seeking monthly income, packaged into accessible ETFs. The result is high income potential for equities and enhanced income potential for fixed income and cash alternatives.
Income generation overlay | income is added through options premiums by writing call spreads on equity products or put spreads on fixed income and cash alternative products. This alternative approach to traditional income focused investments may help offset inflation risk in portfolios and combat personal cost.
Characteristics of Next Evolution of Options Strategies and potential benefits to investors.
NEOS Enhanced Income Aggregate Bond ETF (BNDI)
NEOS Enhance Income Cash Alternative ETF (CSHI)
NEOS is a specialized asset manager that aims to enhance investor outcomes that brings together a seasoned team with a proven track record of launching innovative investment products.
Co-Founder, Managing Partner
So, what does the next evolutions in ETFs look like? It approaches fund construction with the idea that seeking income is the outcome, and it looks a lot like the NEOS family of ETFs.
Founded by Options-based ETF pioneers, NEOS ETFs are designed to offer tax-efficient monthly income while providing exposure to core portfolio building blocks.