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Simplify Teams with India Experts at System Two Advisors to Launch the Actively Managed Simplify Tara India Opportunities ETF (IOPP)
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India-focused indexes tend to overweight large, globally-oriented firms, missing the companies more closely tied to the key drivers of Indian economic growth — Fund is Simplify’s inaugural international ETF as firm continues to build out innovative lineup with an eye towards new strategies and geographies
March 05, 2024
NEW YORK – Simplify Asset Management (“Simplify”), an innovative provider of Exchange Traded Funds (“ETFs”), is today announcing that it has teamed with System Two Advisors to launch the Simplify Tara India Opportunities ETF (IOPP).
IOPP is an actively managed fund and the first ETF to make broadly available System Two Advisors’ depth and breadth of local market expertise in India.
“We’re thrilled to be bringing IOPP to market and can think of no better firm with which to partner than System Two Advisors,” said Fiona Ho, Chief Operating Officer with Simplify. “Their on-the-ground knowledge of the unique aspects of the Indian economy and India growth story, combined with our expertise in building and running innovative ETFs, make this a powerful combination and one we’re eager to discuss with investors and advisors.”
In constructing the IOPP portfolio, System Two Advisors focuses on bottom-up research, taking into account a number of key aspects of every company under consideration for inclusion in the portfolio, such as business moat, growth drivers, management quality and future growth potential. This research is further supported by the firm’s 70 on-the-ground in-market personnel across India, resulting in a concentrated, high-conviction portfolio of 25-40 specific names with high active share.
“India is one of the fastest-growing major economies in the world, with GDP forecasted to top six percent over the next five years. The country also boasts highly favorable demographics, with more than 40 percent of the population under the age of 24. It’s no surprise then that investors are turning more of their attention to the role that India can play in an international equity portfolio; but what is surprising is how investors have gravitated towards passive India exposures, which are too often dominated by large, globally oriented stocks,” said Anupam Ghose, Managing Partner at System Two Advisors.
“To truly capture the India growth story, an actively managed approach is a must,” added Ghose. “An experienced active manager with people in-market who understand what makes India’s economy unique are better able to identify investment ideas tied to the country’s key drivers of growth, such as the rise in middle-class disposable income, digitization, and growth in manufacturing. We bring that understanding and are very pleased to be partnering with the forward-thinking team at Simplify to make IOPP available to all.”
“Investment opportunities do not know borders, and neither should innovation. With IOPP, our first international ETF, Simplify is again opening new doors for investors and advisors,” added Ho.
IOPP will join a relatively small number of actively managed Indian equity ETFs currently available to investors and is the latest addition to the Simplify fund lineup, which recently passed the $3.6 billion AUM mark.
More information about IOPP.
ABOUT SIMPLIFY ASSET MANAGEMENT INC
Simplify Asset Management Inc. is a Registered Investment Adviser founded in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies. By accounting for real-world investor needs and market behavior, along with the non-linear power of options, our strategies allow for the tailored portfolio outcomes for which clients are looking. For more information, visit www.simplify.us.
IOPP is an actively managed fund and the first ETF to make broadly available System Two Advisors’ depth and breadth of local market expertise in India.
“We’re thrilled to be bringing IOPP to market and can think of no better firm with which to partner than System Two Advisors,” said Fiona Ho, Chief Operating Officer with Simplify. “Their on-the-ground knowledge of the unique aspects of the Indian economy and India growth story, combined with our expertise in building and running innovative ETFs, make this a powerful combination and one we’re eager to discuss with investors and advisors.”
In constructing the IOPP portfolio, System Two Advisors focuses on bottom-up research, taking into account a number of key aspects of every company under consideration for inclusion in the portfolio, such as business moat, growth drivers, management quality and future growth potential. This research is further supported by the firm’s 70 on-the-ground in-market personnel across India, resulting in a concentrated, high-conviction portfolio of 25-40 specific names with high active share.
“India is one of the fastest-growing major economies in the world, with GDP forecasted to top six percent over the next five years. The country also boasts highly favorable demographics, with more than 40 percent of the population under the age of 24. It’s no surprise then that investors are turning more of their attention to the role that India can play in an international equity portfolio; but what is surprising is how investors have gravitated towards passive India exposures, which are too often dominated by large, globally oriented stocks,” said Anupam Ghose, Managing Partner at System Two Advisors.
“To truly capture the India growth story, an actively managed approach is a must,” added Ghose. “An experienced active manager with people in-market who understand what makes India’s economy unique are better able to identify investment ideas tied to the country’s key drivers of growth, such as the rise in middle-class disposable income, digitization, and growth in manufacturing. We bring that understanding and are very pleased to be partnering with the forward-thinking team at Simplify to make IOPP available to all.”
“Investment opportunities do not know borders, and neither should innovation. With IOPP, our first international ETF, Simplify is again opening new doors for investors and advisors,” added Ho.
IOPP will join a relatively small number of actively managed Indian equity ETFs currently available to investors and is the latest addition to the Simplify fund lineup, which recently passed the $3.6 billion AUM mark.
More information about IOPP.
ABOUT SIMPLIFY ASSET MANAGEMENT INC
Simplify Asset Management Inc. is a Registered Investment Adviser founded in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies. By accounting for real-world investor needs and market behavior, along with the non-linear power of options, our strategies allow for the tailored portfolio outcomes for which clients are looking. For more information, visit www.simplify.us.
