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Dividend Risk Premium

Capture the embedded risk premium in global dividend markets

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Dividend Multiplier Strategy

Unbundling and reallocating index dividend cash flows

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Commodity Trend-Following

Systematic, rules-based investment strategy

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DYNAMIC REASSIGNMENT

Real-time dynamic sorting technology.
“Own the Box, Not the Stocks”

 

Cboe Global Markets and Metaurus Announce Plans
to Launch Three New Innovative Equity Indices

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Isolated Dividends

Short-duration equity exposure with its own risk/return profile

Customized Portfolio Strategies

Unbundle & Reallocate the
Components of Return

Financial advisors and institutional investors seeking to enhance returns can utilize Metaurus’ outcome-focused, customizable portfolio strategies. Let our investment team’s decades of multi-asset and financial structuring experience help guide an investment approach and optimize portfolio design.

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These strategies are available as stand-alone investment strategies or as a portfolio overlay in multiple formats.

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Strategies

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DIVIDEND RISK
PREMIUM

Seeks to capture the risk premium embedded in the expectations for future dividend cash flows.

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Dividend Multiplier Strategy

Gain exposure to a multiple of an index’s dividend yield in exchange for modestly reduced, yet uncapped, long-term index price appreciation potential.

S3

TARGET DURATION
EQUITY

Customize equity portfolio duration & achieve “horizontal” differentiation through the tactical use of short-duration dividend strips.

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Isolated Short-Duration Equity

Isolated exposure to an equity index’s near-term dividend cash flow that can be more sensitive to changes in market expectations

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Isolated Long-Duration Equity

Isolated exposure to an index’s longer-term dividend cash flow – an equity index’s total value stripped of its Isolated Short-Duration Equity component.

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Dynamic
Reassignment

Real-time sorting technology designed to dynamically re-assign assets between portfolios based on instantaneous performance.

S4

Enhanced Dividend Overlay

Isolated and customized “Dividend Strips” can be overlaid on an existing portfolio for an enhanced yield strategy

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Commodity Trend Following

Systematic, long-only, algorithmic commodity trend-following strategy with dynamic protective stops.

Strategies

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