Ossiam Shiller US Screened ETF (EUPD)

Overview

The Ossiam Shiller US Screened ETF is a distinctive exchange-traded fund that seeks to emulate the performance of U.S. equities through a unique methodology inspired by the insights of the esteemed economist Robert Shiller. By focusing on the cyclically adjusted price-to-earnings (CAPE) ratio, this ETF employs a strategic approach to stock selection grounded in value investing principles. Its overarching goal is to provide investors with access to a curated portfolio of U.S. equities characterized by robust financial health and appealing valuations. The fund’s reliance on the CAPE ratio and its diverse selection process across varying sectors enable it to offer a balanced mix of potential growth and stability, catering to investors aiming to align their portfolios with the enduring investment philosophy inherent in Professor Shiller's empirical research. Consequently, the Ossiam Shiller US Screened ETF serves as a critical instrument for individuals looking to navigate the equity markets with a strategy that emphasizes long-term value generation and reduced volatility.

Products and Services

An overview of the offerings by the Ossiam Shiller US Screened ETF includes:

• US Equities Exposure:
  The ETF provides investors with exposure to a diversified basket of U.S. equities. By leveraging the cyclically adjusted price-to-earnings (CAPE) ratio, the fund aims to identify and invest in companies that offer strong financial health and attractive valuations. This approach ensures that the portfolio includes stocks that demonstrate both potential for growth and stability, catering to the needs of investors interested in tapping into the vitality of the U.S. economy through a value-investing lens.
• Value Investing Approach:
  Inspired by the work of Robert Shiller, the ETF employs a value investing strategy that is refined through the use of the CAPE ratio. This metric assists in the selection of stocks that are undervalued relative to their historical earnings, providing an innovative route for investors to engage with the equity market. The emphasis on value investing allows for the pursuit of long-term capital appreciation, while aiming to minimize exposure to market volatility. The Ossiam Shiller US Screened ETF encapsulates a philosophy that seeks not only to benefit from potential market upswings but also to offer a buffer against downturns by focusing on fundamentally sound equities.