Construct Better Portfolios
Add Metaurus-Designed Strategies
Let Metaurus Advisors help improve your portfolio construction by adding creatively engineered, customizable strategies. These strategies are designed to isolate and optimize the components of investment return using an outcome-focused and structured approach.
See how our team’s decades of multi-asset and financial structuring experience can help.
Metaurus Solutions
Explore our suite of customizable solutions that can be used as stand-alone investment strategies or as tools to change the approach to portfolio construction. We apply a duration framework to equity assets that is designed to re-allocate cash flows and components of return to achieve customized investment exposure.
The strategies are available in a variety of public and private formats for financial advisors, and both institutional and individual investors.
Dividend Multiplier Strategy
Structured to provide a multiple of index dividend yield in exchange for modestly reduced, yet uncapped, exposure to long-term price appreciation potential. The DMS can change an equity portfolio’s duration and dividend distributions and may also lower overall portfolio beta and volatility.
Rick Silva, Metaurus Advisors CIO, discusses the Dividend Multiplier Index
The Metaurus US Large Cap Dividend Multiplier Index – Series 400 is designed to provide:
400% of the S&P 500 Index’s® dividend yield & ~88% of the Index’s price return.
Learn about its key attributes, and how advisors can use the unique structure to meet their clients’ growth and income goals.
Dynamic Reassignment℠
Own the Box, Not the Stocks
Lead-Lag℠– Real time asset sorting technology
Re-sort and re-assign to measure realized, Dynamic Dispersion℠
Strategy Resources
Check out our tools to support your investment process
SEI Investments Distribution Co. (1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the Metaurus Advisors LLC funds. Check the background of SIDCO and Metaurus Advisors' Registered Representatives on FINRA's BrokerCheck.