A plant growing from some coins on top of the floor.

Dividend Risk Premium

Capture the embedded risk premium in global dividend markets

A waterfall is shown with water coming out of it.

Dividend Multiplier Strategy

Unbundling and reallocating index dividend cash flows

A boat floating on top of the ocean under a cloudy sky.

Commodity Trend-Following

Systematic, rules-based investment strategy

A boat floating on top of the ocean under a cloudy sky.

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

A body of water with trees and bushes in the background.

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.

Investment
Vehicles

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

Public     Private    SMAs

Contact Us

Strategies

A plant growing from some coins on top of a table.

DIVIDEND RISK PREMIUM

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

A large dam with water coming out of it.

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.

A body of water with trees and bushes on it.

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

A tree with yellow leaves on it's side.

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.

Two jets flying in the sky with smoke trailing behind them.

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

S5

Commodity Trend Following

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

Strategies

Check the background of Metaurus Advisors' Registered Representatives on FINRA's BrokerCheck