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Simplify Launches First-of-its Kind Multi-Quantitative Strategy ETF (QIS)
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Simplify teams curates a diversified portfolio of quantitative strategies from across Wall Street to create ETF access to an investment category used by the biggest hedge funds and institutions
July 10, 2023
NEW YORK – Simplify Asset Management (“Simplify”), an innovative provider of Exchange Traded Funds (“ETFs”), is today announcing the launch of its newest fund, the first-of-its-kind Simplify Multi-QIS Alternative ETF (QIS).
QIS is designed to play a key role for advisors and investors in delivering positive absolute returns and income and seeks to do so by investing in a diversified portfolio of third-party quantitative investment strategies across equities, interest rates, commodities, and currencies.
The QIS approach begins with Simplify evaluating thousands of quantitative strategies managed by the biggest investment banks, narrowing that universe down to the few hundred with the most compelling risk-adjusted return characteristics. Simplify’s highly experienced team of investment professionals then works with each third-party strategy provider to perform an in-depth quantitative and qualitative review of their strategy to further pare the list down, arriving at an optimized collection of 10-20 strategies seeking to achieve positive returns and mitigate asset class- and single-strategy risks.
“Access to best-in-class quant-driven strategies is a must-have for investors and advisors seeking to position their portfolios amidst a range of risks, both known and unknown, and a consistently elevated level of volatility that has defined every asset class for the past several years,” said David Berns, PhD, Simplify’s Chief Investment Officer and Cofounder. “Yet even for those more institutional investors who can gain access to leading quantitative approaches, the question quickly becomes which ones will provide truly differentiated return premia with low correlations to traditional equity and bond exposures. The type of research required to answer that question often requires its own team of quants to measure and gauge quant performance and performance drivers.”
“With QIS, we’re able to leverage the access Simplify has to the most experienced and differentiated quantitative investment providers in the world, as well as our deep understanding of how to review, select and manage ongoing exposures across quant approaches. We’re very pleased to be bringing QIS to market and believe this fund represents a major step forward in the evolution of the alternative ETF category,” added Berns.
More information on QIS can be found here.
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.
QIS is designed to play a key role for advisors and investors in delivering positive absolute returns and income and seeks to do so by investing in a diversified portfolio of third-party quantitative investment strategies across equities, interest rates, commodities, and currencies.
The QIS approach begins with Simplify evaluating thousands of quantitative strategies managed by the biggest investment banks, narrowing that universe down to the few hundred with the most compelling risk-adjusted return characteristics. Simplify’s highly experienced team of investment professionals then works with each third-party strategy provider to perform an in-depth quantitative and qualitative review of their strategy to further pare the list down, arriving at an optimized collection of 10-20 strategies seeking to achieve positive returns and mitigate asset class- and single-strategy risks.
“Access to best-in-class quant-driven strategies is a must-have for investors and advisors seeking to position their portfolios amidst a range of risks, both known and unknown, and a consistently elevated level of volatility that has defined every asset class for the past several years,” said David Berns, PhD, Simplify’s Chief Investment Officer and Cofounder. “Yet even for those more institutional investors who can gain access to leading quantitative approaches, the question quickly becomes which ones will provide truly differentiated return premia with low correlations to traditional equity and bond exposures. The type of research required to answer that question often requires its own team of quants to measure and gauge quant performance and performance drivers.”
“With QIS, we’re able to leverage the access Simplify has to the most experienced and differentiated quantitative investment providers in the world, as well as our deep understanding of how to review, select and manage ongoing exposures across quant approaches. We’re very pleased to be bringing QIS to market and believe this fund represents a major step forward in the evolution of the alternative ETF category,” added Berns.
More information on QIS can be found here.
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.
