Simplify Asset Management

Simplify Asset Management

Nickname
Simplify
Founding Date
2020

Simplify Asset Management is an innovative provider of options-based exchange traded funds (ETFs). Founded in 2020, Simplify aims to democratize institutional-grade alternative strategies, making them accessible to all investors. Simplify focuses on providing innovative investment solutions that enhance portfolio diversification and risk-adjusted returns. The firm is committed to investor education, offering resources such as in-depth case studies, model portfolios, and weekly market commentaries through their Investor Hub. By accounting for real-world investor needs and market behavior, along with the non-linear power of options, their strategies allow for the tailored portfolio outcomes for which clients are looking. 

ABOUT SIMPLIFY

  • Simplify aims to make institutional-grade alternative strategies available to all investors through the low-cost and transparent ETF vehicle.

  • The firm is focused on the education of how alternative strategies work and how they can fit into a traditional balanced portfolio.

  • The firm offers a variety of Exchange Traded Funds that provides diversification to portfolios and addresses risks.


KEY FEATURES

Simplify’s strategies are crafted to provide portfolio diversification by adding alternative assets that typically have a low correlation with traditional equity and bond markets.

  • Yield Enhancement with Risk Control. 

Designed to enhance yield in an environment where investors are looking for higher returns but also want to manage credit risk effectively. 

  • Thematic and Strategy-Based Portfolios. 

Simplify also focuses on thematic and niche markets that may be overlooked by traditional investment strategies. 

  • Educational Resources. 

Their Investor Hub provides resources such as weekly market commentary, in-depth case studies, and model portfolios to guide investors through the complexities of alternative investments.