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Simplify launches two tax-focused ETFs targeting advisor demand

Tue, 05 May 2026 09:02:37 -0400

Simplify Asset Management launched two new exchange-traded funds designed to provide tax-efficient investment strategies for advisors and investors.

The Simplify Tax Aware Alternatives ETF (LQ) and the Simplify Tax Aware Diversified Income Strategy ETF (DINE) both use multi-strategy approaches that combine several of the company's existing investment methods into single allocations.

Both funds gain exposure through swaps on Simplify ETFs rather than holding underlying positions directly. These swaps are structured with tenors of at least one year, making gains upon expiration eligible for long-term capital gains tax treatment, according to the company's press release.

The LQ fund seeks long-term capital appreciation by investing

Simplify launches two tax-focused ETFs targeting advisor demand

Tue, 05 May 2026 09:02:37 -0400

Simplify Asset Management launched two new exchange-traded funds designed to provide tax-efficient investment strategies for advisors and investors.

The LQ fund seeks long-term capital appreciation by investing

Simplify Launches Two Tax-Aware ETFs to Meet Advisor Demand for Simpler, More Efficient Portfolio Tools

Tue, 05 May 2026 09:00:00 -0400

New multi-strategy funds aim to deliver diversified alternatives and income with a focus on tax efficiency

NEW YORK--(BUSINESS WIRE)-- Simplify Asset Management (“Simplify”), a leading provider of Exchange Traded Funds (“ETFs”), today announced the launch of two new ETFs: the Simplify Tax Aware Alternatives ETF (LQ) and the Simplify Tax Aware Diversified Income Strategy ETF (DINE). Both funds are designed to help investors access diversified strategies while seeking to minimize the tax drag that can impact long-term results.

The launches reflect what Simplify is hearing from advisors and investors about

Simplify Launches Two Tax-Aware ETFs to Meet Advisor Demand for Simpler, More Efficient Portfolio Tools

Tue, 05 May 2026 09:00:00 -0400

New multi-strategy funds aim to deliver diversified alternatives and income with a focus on tax efficiency

The launches reflect what Simplify is hearing from advisors and investors about

Simplify Launches Two Tax-Aware ETFs to Meet Advisor Demand for Simpler, More Efficient Portfolio Tools

Tue, 05 May 2026 09:00:00 -0400

New multi-strategy funds aim to deliver diversified alternatives and income with a focus on tax efficiency

The launches reflect what Simplify is hearing from advisors and investors about

Simplify Launches Two Tax-Aware ETFs to Meet Advisor Demand for Simpler, More Efficient Portfolio Tools

Tue, 05 May 2026 09:00:00 -0400

New multi-strategy funds aim to deliver diversified alternatives and income with a focus on tax efficiency

The launches reflect what Simplify is hearing from advisors and investors about

Simplify Launches Two Tax-Aware ETFs to Meet Advisor Demand for Simpler, More Efficient Portfolio Tools

Tue, 05 May 2026 09:00:00 -0400

New multi-strategy funds aim to deliver diversified alternatives and income with a focus on tax efficiency

The launches reflect what Simplify is hearing from advisors and investors about

Simplify Launches Two Tax-Aware ETFs to Meet Advisor Demand for Simpler, More Efficient Portfolio Tools

Tue, 05 May 2026 09:00:00 -0400

New multi-strategy funds aim to deliver diversified alternatives and income with a focus on tax efficiency

The launches reflect what Simplify is hearing from advisors and investors about

Simplify Launches Two Tax-Aware ETFs to Meet Advisor Demand for Simpler, More Efficient Portfolio Tools

Tue, 05 May 2026 09:00:00 -0400

New multi-strategy funds aim to deliver diversified alternatives and income with a focus on tax efficiency

The launches reflect what Simplify is hearing from advisors and investors about

Simplify Launches Two Tax-Aware ETFs to Meet Advisor Demand for Simpler, More Efficient Portfolio Tools

Tue, 05 May 2026 09:00:00 -0400

New multi-strategy funds aim to deliver diversified alternatives and income with a focus on tax efficiency

The launches reflect what Simplify is hearing from advisors and investors about

Selina Announces Key Board Appointment and Formation of New Board Committee

Mon, 20 Mar 2023 08:30:00 -0400