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 REASSIGNMENTSM

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.

Available as stand-alone investments strategies or as a portfolio overlay in Public, Private, and SMA formats

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
ReassignmentSM

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

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

Commodity Trend Following

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

Quick References

A blue chess piece and a black chess piece

Strategies

Team

Videos

Indexes

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