Kurv Launches the LCTO ETF, Helping Investors Beat the S&P 500

Kurv Investment Management, an asset manager bringing an institutional approach to active ETFs, announced the launch of the Kurv U.S. Large Cap TaxOptimized ETF.

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The fund seeks to provide investors with passive exposure to the S&P 500 Index while seeking to maximize after-tax income and potential outperformance.

“Academic and financial research has long suggested that active security selection cannot generate excess returns over the S&P 500,” said Howard Chan, Founder and Chief Executive Officer of Kurv Investment Management. “The question for investors then becomes: how can you optimize what is often the largest allocation within your portfolio? The Kurv U.S. Large Cap TaxOptimized ETF seeks to provide exposure to U.S. Large Cap companies while pursuing actively-managed tax-advantaged income strategies, through exposures to municipal bonds and preferred securities.”

The strategy incorporates concepts commonly associated with institutional portfolio construction, including portable alpha frameworks historically utilized by pension funds, endowments, and sovereign wealth funds.

“Portable alpha strategies have traditionally been accessible primarily to large institutional investors,” Chan added. “With LCTO, we are advancing our mission of delivering actively managed, tax-efficient investment strategies while bringing an institutional approach to portfolio management to investors of all sizes.”

“As policy shifts, markets are more volatile and uncertain. Investors need strategies that are capital efficient more than ever. LCTO allows investors to maintain exposure to two betas, while leaving dry powder (cash on hand) to take advantage of market opportunities when they arise in this ever changing investment landscape.”

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