Innovator Equity Managed Floor ETF company info

What does Innovator Equity Managed Floor ETF do?
Innovator Equity Managed Floor ETF (BATS:IEFM) is an exchange-traded fund aiming to offer investors exposure to the U.S. stock market while managing risk through a built-in buffer strategy. This ETF is designed to protect against the first 20% of losses in the S&P 500 over a one-year period, while maintaining the opportunity for growth up to a cap. It employs a strategy that seeks to provide a floor to protect against significant market drops, appealing to risk-conscious investors looking for equity exposure. Innovator Equity Managed Floor ETF primarily focuses on replicating the performance of its underlying index, employing derivatives and other financial instruments to achieve its investment objective. With its innovative approach to risk management, the fund aims to offer a blend of protection and participation in market gains, aligning with the objectives of investors looking for a conservative way to stay invested in the markets.
Innovator Equity Managed Floor ETF company media
Company Snapshot

Is Innovator Equity Managed Floor ETF a public or private company?

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Ownership
Public

How many people does Innovator Equity Managed Floor ETF employ?

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Employees
50

What sector is Innovator Equity Managed Floor ETF in?

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Sector
ETF

Where is the head office for Innovator Equity Managed Floor ETF?

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Head Office
Wheaton, United States

What year was Innovator Equity Managed Floor ETF founded?

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Year Founded
2022
What does Innovator Equity Managed Floor ETF specialise in?
/Investment Management /Exchange Traded /Equity Exposure /Downside Protection /Annual Growth /Risk Mitigation

What are the products and/or services of Innovator Equity Managed Floor ETF?

Overview of Innovator Equity Managed Floor ETF offerings
Capital Appreciation with Downside Protection: SFLR seeks to provide investors with the potential for capital appreciation in rising markets while aiming to limit downside risk during market downturns. It achieves this through a combination of investing in U.S. large-cap equities and using an options-based hedging strategy.
Exposure to Large-Cap U.S. Stocks: The ETF primarily invests in a basket of large-capitalization companies listed on U.S. exchanges. These companies are generally considered to be more stable and less volatile than smaller companies.
Active Management of Hedging Strategy: Unlike typical index-tracking ETFs, SFLR utilizes an actively managed hedging strategy. The fund manager uses options contracts to create a floor or buffer against potential losses if the stock market declines.
Targeting Consistent Returns: While SFLR aims for capital appreciation, the hedging strategy may also limit potential returns compared to an unhedged S&P 500 ETF during strong market rallies. The focus may be on achieving more consistent returns over time.
Transparency in Holdings: The underlying securities held by SFLR, excluding the options contracts used for hedging, are typically publicly available. Investors can gain some insight into the specific large-cap companies the ETF invests in.
Cost-Effective Access: ETFs generally have lower expense ratios compared to some actively managed mutual funds. This translates to a larger portion of the fund's returns going to investors after accounting for management fees.