Innovator ETFs

With the aggressive pace of rate hikes in 2022 and inflation slowly starting to come down, we are optimistic that we are in the later stages of the tightening cycle.

In our 2023 outlook, we outline three key themes for the new year and highlight several implementation solutions investors can use to navigate potential challenges and grow client portfolios in the new year.

As one year ends and another begins, we’ll look at how the Outcome-Based ETF industry evolved in 2022, how defined outcome ETFs distinguished themselves during the downturn, and what lies ahead for Outcome-Based ETFs in 2023 and why they’re more relevant today than ever before.

Equities saw a strong rebound last month, with the S&P 500 gaining 8% and the Dow posting its biggest October ever¹. Was this the start of a new bull market? In this week’s “What to Watch”, we explore this question and dive into historical bear market rallies.

Join us for a discussion of the nature of the risks facing market participants today, and how investors can seek to both protect against market loss and be positioned to participate in market appreciation.

The Fed’s move towards more restrictive policy has rattled bonds and put equities on the brink of a bear market. But what is priced in and where do we go from here? In this month’s webinar, we discuss equity and fixed income valuations and examine how Innovator ETFs can help advisors hedge market risk and capitalize on opportunities.

Geopolitical risks, rising rates, and inflation are key risks facing clients today. Common hedges work until they don’t, and as of late, have not delivered the results clients are expecting.

During retirement, deciding how much to withdraw each year from investments can be complicated when both the length of retirement and returns on assets are not known. Unknown longevity presents a tradeoff in which a retiree can either spend generously and risk outliving savings — or spend conservatively and live a less enjoyable retirement. But it is possible to know an outcome before investing. Consider Buffer ETFs™ and other Defined outcome ETFs™ that use options strategies to shape a return

Pre- and current retirees seeking moderate capital preservation often have to choose between accepting mediocre returns or lower volatility. What if there were a way to make the equity portion of one’s portfolio work harder? One solution: Accelerated ETFs™ seek to 2x or 3x gains up to a cap with a 1:1 downside exposure. Learn all about them from Graham Day, CFA and Joe Becker, FRM at Innovator, the creator of Accelerated ETFs™ and other Defined Outcome ETFs™.

There’s a growing chorus on Wall Street that market risks are rising and a big correction may becoming. Learn how a Buffer ETF™ strategy can potentially help protect the gains in your clients’ portfolios while letting them stay invested in the market. In this 1-hour webinar, Innovator Capital Management’s Bruce Bond and Graham Day will discuss various investment strategies to help advisors navigate this uncertain market environment.

For the 10 years prior to the great financial crisis of 2008 (GFC), the 10-year Treasury bond’s average yield was 5.0%; for the 10 calendar years ended December 2020, it averaged just 2.3%, less than half its pre-crisis average (Source: Bloomberg).

In pursuit of higher yields, many investors are taking on more risk, either by going further out on the yield curve or further down the credit spectrum. In 2021, however, even the longer-dated and lower-quality segments of the bond market have failed to offer yields comparable to those of their shorter-dated, higher-quality counterparts prior to the GFC.

This dynamic has led investors to seek bond alternatives. One such alternative is a defined outcome investment with built-in buffers against losses.

Equity markets have continued to climb upward, but bond markets continue to trend downward. Clients relying on the stability of what bonds have historically offered are likely to be disappointed with expected future returns. We believe clients need investment solutions that allow them to capture the upside of the equity market while managing the risk and limiting the volatility in their portfolios. Innovator’s Defined Outcome lineup seeks to allow clients to reduce downside risk through a built-in buffer and also maintain the upside potential of SPY or QQQ, to a cap.

Innovator Accelerated ETFs are part of the Innovator Defined Outcome ETF family and are the world’s first ETFs that seek to provide a multiple of the upside return of the S&P 500, to a cap, with a single exposure on the downside, offered with quarterly or annual outcome periods. Join us as we present Accelerated ETFs and learn how clients can benefit from using them, particularly in the current market environment.

What you will learn for this webinar is:

• What are Accelerated ETFs?
• How can Accelerated ETFs potentially help clients meet specific target returns?
• Where do Accelerated ETFs fit in a client’s portfolios?

The phrase “Frontier Technology” can mean a lot of different things to different people. LOUP Ventures, led by technology guru, Gene Munster, seeks to invest in companies within areas such as AR/VR, Autonomous Vehicles, Robotics, that are disrupting the technology space (often called the “up and comers” of their respective industries). Based on decades of experience and research, Gene and his team, through LOUP offers an alternative to the traditional, large-cap technology funds populated with typical FAANG stocks. Join us as we present LOUP, and discuss how the ETF seeks “Future FAANGS” and is an effective complement, or standalone, technology-focused ETF.

Description: Markets continue to face volatility due in part to the upcoming election and the uncertainty of a coronavirus vaccine. Clients need investment solutions that allow them to manage risk and limit volatility during these times. Innovator’s future-focused solution through its Defined Outcome lineup, allows clients to reduce downside risk through a built-in buffer, but also maintain the upside potential of the market. The goal is for clients to stay the course and focus on long-term financial goals.

Learn a potential solution enabling clients to reduce downside risk through a built-in buffer, but also maintain the upside potential of the market. The goal is for investors is exposed to focus on long-term financial goals, rather than short-term noise.

Defined Outcome ETFs have proven to be a remarkable tool for managing portfolio risk in client portfolios, especially during volatile markets.

In this webcast, Bruce Bond, CEO of Innovator, introduces the Innovator Defined Outcome ETFs and Graham Day, also of Innovator, explains how these ETFs work. Rob Schulz and Austin Smith illustrate how they implement the Innovator Defined Outcome ETFs in client portfolios.

Advisors will learn:

• What are Defined Outcome ETFs? Defined Outcome Investing is a concept that has been around for several decades, however, its use in an ETF format is relatively new. Learn the benefits of using an ETF as an investment vehicle to implement this style of investing.
• How do they work? In this section, we will discuss the “layers” of specific options that are used in order to produce a defined outcome.
• How can they be used in client portfolios? We will have an RIA explain how his team uses the Innovator Defined Outcome ETFs in client portfolios.

Both all presenters will be available to answer your questions live following the presentation.

In this webinar, Bruce Bond and Graham Day will provide an introduction to Defined Outcome ETFs along with positioning ideas for client portfolios. This webinar will cover:

• What are Defined Outcome ETFs?
• How do they work?
• How can they be used in client portfolios?

Both Bruce and Graham will be available to answer your questions live following the presentation.

Defined Outcome ETFs have proven to be a remarkable tool for managing portfolio risk, especially during volatile markets.

In this webcast Bruce Bond, CEO of Innovator, explains why these ETFs do so well during times of market turmoil and uncertainty, and why more than $1b has flowed into Defined Outcome ETFs over the past several weeks.

Bruce also introduces the upcoming April Series of Defined Outcome ETFs, and explores timely trade ideas to incorporate buffers into your portfolio now.

1) learn about defined outcome investing as a risk management tool for client portfolios,

2) explore the current market environment,

3) learn how buffers can help reduce the impact of severe market declines.

In this webinar, Bruce Bond and Graham Day, of Innovator ETFs and Matt Kaufman of Milliman Financial Risk Management will present Innovator S&P 500 Buffer ETFs (SM). The only ETFs in the world to provide investors with S&P 500 performance (to a cap) and defined downside buffers. Historically, these types of defined outcome strategies have only been available through structured notes and certain insurance products. Today, a revolutionary ETF alternative exists to help you invest in 2019 with confidence. You will learn how to use defined outcome ETFs in your practice and portfolio including information on:

Learning Objectives:

• Defined downside buffer levels
• Exposures to the S&P 500 upside performance
• Low-cost, flexible, liquid, and transparent
• Information on credit risk
• Resets annually and can be held indefinitely