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.
Associated People
2020 - present
2021 - present
2021 - present
2020 - present
2020 - 2022
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.