AllianzIM Introduces Suite of Buffer Allocation ETFs to Help Simplify a Risk Management Strategy for Investors

Business Wire01-08 21:00

New ETFs offer streamlined, single-ticker solutions for capital appreciation with downside risk mitigation MINNEAPOLIS, January 08, 2025--(BUSINESS WIRE)--Allianz Investment Management LLC (AllianzIM)...

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As funds of funds, the new Buffered Allocation ETFs seek to provide capital appreciation with a level of downside risk mitigation, offering diversified exposure to a full suite of AllianzIM Buffer10 or AllianzIM Buffer20 ETFs. The funds invest in a laddered portfolio of AllianzIM Buffer ETFs, with underlying ETFs having either a 12-month outcome period  or a 6-month outcome period . Each month, one of the underlying ETFs resets back to a full 10% or 20% buffer and adjusts the cap based on market volatility for the new outcome period. The laddered approach reduces cap timing risk and helps ensure an investor’s portfolio is well-equipped to respond to varying market conditions.The products utilize AllianzIM’s core strengths, which include risk management experience and in-house hedging capabilities. As part of one of the largest asset management and diversified insurance companies ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"AllianzIM推出一套缓冲配置ETF，帮助简化投资者的风险管理策略","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ISBC":1,"SPBX":1,"FDN":0.9,"SPBW":0.9},"content_text":"New ETFs offer streamlined, single-ticker solutions for capital appreciation with downside risk mitigation\nMINNEAPOLIS, January 08, 2025--(BUSINESS WIRE)--Allianz Investment Management LLC (AllianzIM), a subsidiary of Allianz Life Insurance Company of North America (Allianz Life), today announces the launch of its new suite of Buffered Allocation ETFs: the AllianzIM 6 Month Buffer10 Allocation ETF (NYSE Arca: SPBX) and the AllianzIM Buffer20 Allocation ETF (NYSE Arca: SPBW). These innovative exchange-traded funds (ETFs) are designed to offer investment professionals and investors single-ticker solutions that provide the benefits of buffered ETFs without the time and resources required to monitor multiple funds.\nAs funds of funds, the new Buffered Allocation ETFs seek to provide capital appreciation with a level of downside risk mitigation, offering diversified exposure to a full suite of AllianzIM Buffer10 or AllianzIM Buffer20 ETFs. The funds invest in a laddered portfolio of AllianzIM Buffer ETFs, with underlying ETFs having either a 12-month outcome period (SPBW) or a 6-month outcome period (SPBX). Each month, one of the underlying ETFs resets back to a full 10% or 20% buffer and adjusts the cap based on market volatility for the new outcome period. The laddered approach reduces cap timing risk and helps ensure an investor’s portfolio is well-equipped to respond to varying market conditions.\n\"The AllianzIM Buffer Allocation ETFs are designed to help investors stay well-positioned across various market conditions,\" said Johan Grahn, Head ETF Market Strategist at AllianzIM. \"By laddering buffered ETFs with staggered reset intervals, these funds offer diversified access to different outcome periods, helping to mitigate timing risk over the long term—a valuable solution for those looking for a single-ticker investment allocation in the buffer ETF space.\"\nOffered at an expense ratio of 79 basis points annually1, the ETFs offer investors a streamlined approach to managing equity exposure with a hedge against market downturns. With these single-ticker solutions, investors can now enjoy a diversified strategy across a portfolio of buffered ETFs, all while benefiting from the tax efficiency, low cost, and liquidity that AllianzIM ETF products are known for.\n\"Our Buffer Allocation ETFs reflect AllianzIM’s commitment to providing innovative risk management tools that empower investors to navigate unpredictable markets with confidence,\" said Chris Chambs, CEO of AllianzIM. \"Delivering buffered protection in a single-ticker format marks a significant advancement in our mission to offer adaptive, risk-managed solutions that seek to meet the evolving needs of today’s investors.\"\nThe products utilize AllianzIM’s core strengths, which include risk management experience and in-house hedging capabilities. As part of one of the largest asset management and diversified insurance companies in the world (Allianz SE), AllianzIM uses the same proprietary in-house hedging platform that is used among affiliates to help manage more than $153 billion (as of 09/30/24) in hedged assets for institutional and retail investors around the globe. Offering a new way to help investors mitigate risk and reduce volatility, these ETFs complement Allianz Life’s suite of annuity and life insurance products.\nFor more information on the AllianzIM Buffered Allocation ETFs, visit www.AllianzIMetfs.com.\n\nThe Funds’ gross expense ratio is 0.84%. The net expense ratio reflects a reduction in the fund’s management fee to 0.05% through at least February 28, 2026.\n\nAbout Allianz Investment Management LLC\nAllianzIM, a wholly-owned subsidiary of Allianz Life Insurance Company of North America, is a registered investment adviser. AllianzIM provides hedging and other derivatives-based risk management solutions through its proprietary platform.\nAbout Allianz Life Insurance Company of North America\nRecognized as one of the Ethisphere World’s Most Ethical Companies®, Allianz Life Insurance Company of North America has been steadfast in its commitments since 1896, concentrating on retirement income and protection goals through various annuity and life insurance products. As a part of Allianz SE, a global leader in the financial services industry, Allianz Life employs approximately 150,000 professionals across over 70 countries.\nInvesting involves risk, including possible loss of principal. For more information on investment objectives, risks, charges, and expenses, please visit www.allianzIMetfs.com or call 877.429.3837. Investors should read the prospectus carefully before investing. There is no guarantee the funds will achieve their investment objectives, and investors may lose their entire investment.\nThe Buffer Allocation ETFs investment strategies are different from more typical investment products, and the Funds may be unsuitable for some investors. It is important that investors understand the investment strategy before making an investment. For more information regarding whether an investment in the Funds is right for you, please see the prospectus.\nUnlike the Underlying ETFs, the Fund itself does not pursue a buffered strategy nor is it subject to a Cap. The Buffer is only provided by the Underlying ETFs and the Fund itself does not provide any stated Buffer against losses. The laddered approach of the Fund may cause the Fund to not receive the full intended benefit of any individual Underlying ETF’s Buffer. The Fund could have limited upside potential and its return is limited by the Caps of the Underlying ETFs.\nUnderlying buffers and caps will be reduced after taking into account management fees and other fund fees and expenses.\nShareholders of these funds will experience investment returns that are different than the investment returns sought by the underlying ETFs\nThe Underlying Funds will utilize FLEX Options issued and guaranteed for settlement by the Options Clearing Corporation (\"OCC\"). The Funds bear the risk that the OCC will be unable or unwilling to perform its obligations under the FLEX Options contracts. In the unlikely event that the OCC becomes insolvent or is otherwise unable to meet its settlement obligations, the Funds could suffer significant losses.\nETFs are distributed by Foreside Fund Services, LLC. Allianz Investment Management LLC and Allianz Life Insurance Company of North America are not affiliated with Foreside Fund Services, LLC.\nView source version on businesswire.com: https://www.businesswire.com/news/home/20250108087611/en/\nContacts\nFor more information: David Kanihandavid.kanihan@allianzlife.com (763) 765-7031@AllianzLife","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.0","shortVersion":"4.30.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2501722668"}