METAURUS SOLUTIONS is a suite of strategies designed to change the approach to portfolio construction and achieve customizable investment exposure. They focus on unbundling and optimizing dividend cash flows, dividend risk premia, and the sources of investment returns.

We apply a “duration” framework to equity assets – similar to what has been done in the fixed income markets for decades. The approach effectively creates short and long duration equity exposures that may be a more precise tool for financial advisors and institutional investors. A proprietary, systematic commodity trend-following strategy may also help asset diversification.

The strategies can be implemented in public or private structures depending on the client’s unique goals and investment profile.

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Dividend Multiplier Strategy

The Metaurus Dividend Multiplier Strategy is designed to provide a multiple of an index’s dividend yield in exchange for modestly reduced, yet uncapped, exposure to the index’s long-term price appreciation potential. The strategy has the flexibility to be rebalanced at any time. This approach can have the effect of changing an equity portfolio’s duration and dividend distributions and may also lower overall portfolio beta and volatility.


Systematic Commodity Trend-Following Strategy

The Strategy is based on systematic, trend-following investment principles.  It applies proprietary algorithms and rigorous risk management procedures to establish position levels and dynamically adjust protective stops. This long-only strategy focuses on the most liquid commodities and may offset the effects of inflation.

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Isolated Component Strategies

The Isolated Component Strategies unbundle indices into their two components of investment return, dividend growth and potential capital appreciation. We see it as similar to how bonds can be separated into principal and interest payments. These strategies can help investors isolate and reallocate dividend distributions to achieve a desired cash flow and return profile. The isolated sources of return can have very different risk and return characteristics compared to that of their overall index. The strategies can be used as stand-alone elements in an asset allocation or as an overlay to existing investments.

Isolated Dividend Component

The strategy seeks to provide exposure to the index’s dividend cash flow without owning the underlying stocks. Separately traded dividend cash flow (or dividend strips) can act like short-duration equity assets and have different equity sensitivities compared to the index.

Isolated Price Component

The strategy seeks to provide exposure to the index’s price-only performance, but at a reduced capital investment, by stripping away the current value of selected portions of future dividend payments.

Enhanced Dividend Overlay

Modernize fixed income or equity portfolios with an alpha generating overlay strategy isolating the dividend risk premia and prospects for dividend growth.

Dividend Risk Premia

Designed to systematically harvest the embedded Dividend Risk Premia (DRP) historically found in the term structure of dividend futures around the globe.

Constant Maturity Dividend Strips

Gain exposure to targeted constant maturity dividend strips, either through a systematic or active management approach, focusing on specific parts of the dividend futures curve and expectations for growth.


This information is not intended for distribution or use by any person in any jurisdiction where such distribution would be contrary to local law or regulation. Metaurus Advisors LLC ("Metaurus"), its employees, affiliates, and clients may have positions in and may affect transactions in the markets, contracts and related investments different than described in this information. Although this information is obtained from sources believed to be reliable, its accuracy and completeness are not guaranteed, and no warranties are made regarding this information or results obtained by its use. Metaurus disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.

This material is not intended to be, and should not be construed as, an offer, solicitation or recommendation with respect to any transaction. This information is provided for informational purposes only. It is not a recommendation of an investment strategy, or investment, tax, or legal advice. Recipients should not rely upon this information as a substitute for obtaining specific advice from their own professional investment, tax or legal advisors.

Forward-looking statements and assumptions are Metaurus' current estimates or expectations of future events or future results based upon proprietary research and should not be construed as an estimate or promise of results that a portfolio or investment may achieve. Actual results could differ materially from the results indicated by this information. Performance-related figures included in this information do not show actual performance and are for illustrative purposes only. This information does not reflect the cost and risks of implementing the strategies that include actual trading, liquidity constraints, securities-related risks specific to using derivatives such as futures, fees, expenses, taxes and other factors that could impact returns and result in investment losses. An investor's actual results may differ significantly and materially from the expectations and forecasts contained here. The assumptions, views, opinions, techniques and forecasts noted are subject to change without notice. All investing is subject to risk, including the possible loss of an investment. Past performance does not guarantee future results.

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