AXS Investments enters the ETF space with AXS Astoria Inflation Sensitive ETF (PPI)


NEW YORK, December 30, 2021 / PRNewswire / – AXS Investments, a leading asset manager providing access to alternative investments for growth, income and diversification, today launches its first exchange-traded fund (ETF): AXS Astoria Inflation Sensitive ETF (PPI).

PPI is a multi-asset ETF designed to combat the perverse effects that inflation can have on a portfolio, a major concern for all investors as inflation has recently reached levels not seen since the 1980s.

PPI is actively managed by an ETF veteran Jean-Davi, founder and CIO of institutional manager Astoria Advisors, and designed as a single allocation to investments considered best placed to take advantage of an inflationary environment. The portfolio comprises a dynamic mix of stocks and ETFs historically sensitive to inflation, including commodities, TIPS, cyclical stocks such as industrials, materials, banks, home builders, and more.

“An ETF made up of a wide range of inflation-sensitive assets requires highly specialized and experienced active management, and we believe there is no one better suited to manage this strategy than Jean-Davi,” noted Greg Bassuk, Chairman and CEO of AXS Investments. “Him and the Astoria have a long history of success in managing inflation-sensitive portfolios for RIAs and financial advisors, and we are delighted to partner with them to bring PPI to market at a critical time for advisors and investors alike. position their portfolios for the spectacular return of inflation that we expect in 2022. “

“After years of managing ETF portfolios, I couldn’t be more excited to team up with AXS to bring this first ETF of its kind to market,” added Davi. “At this point, ETF investors have been largely forced to choose from a menu of inflation-sensitive single exposure strategies, but the commodities-only, equities-only, and TIPS-only strategies exhibit each of the following. drawbacks and limitations, as different asset classes behave differently. in inflationary environments and often in unexpected ways. An extended multi-asset class approach offers investors a compelling way to dynamically hedge against inflation and potentially generate positive investment results adjusted for actual rates. “

Led by ETF Industry Pioneers, AXS Plans Major Expansion of ETF Suite in 2022 and Beyond
In addition to Mr. Bassuk, who co-founded the ETF industry innovator IndexIQ, AXS has a number of other ETF industry veterans on its management team, including Ben fulton. Mr. Fulton is widely regarded as one of the founders of the ETF industry and has been a leader in the field for over 25 years, most notably as a driving force behind the exponential growth of PowerShares and, later, of Invesco’s global ETF activity.

“The launch of PPI is a great way for our team to close 2021, but we are just getting started with the AXS ETF business,” added Bassuk. “Over the coming months, we will aggressively expand our ETF lineup to complement our existing family of differentiated hedge funds, including partnering with leading investment managers to launch ETFs based on their success and pedigree as leaders in their respective categories.

“AXS is all about access, and we believe our ETFs will provide investors and advisors with access to leading-edge strategies and best-in-class managers as we strive to create what will soon become one of the most attractive ETF lines in the industry, “added Fulton.” Launching our first ETF with someone from that of John Davi caliber speaks volumes about the nature of funds and the types of teams we will partner with in the future. The ETF market is ripe for a new level of innovation, and we are delighted to lead the way in this unique and defining period of the continued evolution of the global ETF industry. “

About AXS Investments
AXS Investments is a leading alternative investment manager offering a diverse family of alternative investments for growth, income and diversification. The company allows investors to diversify their portfolios with investments previously available only to larger institutional and high net worth investors. Investor-friendly AXS funds are proven, liquid, transparent and managed by top-level portfolio managers with long and strong track records. For more information, visit

There are risks involved in investing, including the possible loss of capital. Past performance is no guarantee of future results. Investors should carefully consider the investment objectives, risks, fees and expenses of any fund before investing. For a prospectus containing this and other important information, please click on here to view or download a prospectus online. Read the fund prospectus carefully before investing.

TIPS are inflation-protected Treasury securities, a type of US Treasury bond whose principal value is indexed to the rate of inflation. ETFs are liquid to the extent that they are traded on an exchange.

There can be no assurance that the sectors or asset classes identified by the advisor will benefit from inflation. The Fund may invest a larger portion of its assets in one or more sectors than many other funds, and will therefore be more sensitive to negative events affecting those sectors.

Equity risk: Equity securities can be particularly sensitive to rising interest rates as the cost of capital and borrowing costs increase. The price of equity securities can decline significantly over short or long periods of time, and such declines may occur in the equity market as a whole, or only in a particular country, company, industry or sector of the market. .

Commodity Risk: Commodity prices may exhibit significant volatility, and exposure to commodities may cause the value of the Fund’s shares to fall or fluctuate rapidly and unpredictably. Commodity values ​​can be affected by changes in overall market movements, actual or perceived inflationary trends, volatility of commodity indices, changes in interest rates or exchange rates, population growth and demographic trends, international economic, political and regulatory developments and factors affecting a particular region, industry or product.

Futures Contract Risk: The Fund expects some of the underlying ETFs in which it invests to use futures contracts for its investments in commodities. The risk of a position in a futures contract can be very large compared to the relatively low level of margin that the underlying ETF is required to deposit. In many cases, a relatively small price movement in a futures contract can result in an immediate and substantial loss or gain for the investor relative to the size of a required margin deposit. Futures contract prices may not correlate perfectly with movements in the securities or the underlying index.

TIPS Risk: Principal payments for Treasury Inflation Protection Securities are adjusted for changes in the Consumer Price Index (CPI). While this can provide a hedge against inflation, the returns may be relatively lower than those of other securities.

ETF shares are bought and sold at market price (not at NAV) and are not redeemed individually by the ETF. Brokerage commissions will reduce returns. NAVs are calculated on the basis of prices at 4:00 p.m. Eastern Time. The closing price is the midpoint between the bid price and the ask price at the close of the exchange. The closing price returns do not represent the returns you would get if you had traded stocks at other times.

Distributed by IMST Distributors, LLC, which is not affiliated with AXS Investments.

SOURCE AXS Investments

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