Touchstone Investments Launches Four Distinctly Managed Active ETFs

  • Touchstone Strategic Income Opportunities ETF (SIO: NYSE Arca) — The expanded opportunity set of this multi-sector bond strategy provides the flexibility to invest effectively in a variety of different markets and is focused on delivering a consistently high level of income and total return. (Creation: July 21, 2022)
  • Touchstone US Large Cap Focused ETF (LCF: Cboe BZX) — This Fund seeks capital appreciation by investing in equity securities listed in the United States with a market capitalization at the time of purchase greater than $5 billion and focuses on investing in companies with reasonable valuations combined with distinct barriers to entry into their respective markets. (Creation: July 27, 2022)
  • Touchstone Dividend Select ETF (DVND: NYSE Arca) — This Fund seeks a high level of current income and capital appreciation by investing primarily in a portfolio of large cap, dividend paying stocks that have the potential to support reliable and growing dividends and reasonable valuations. (Creation: August 2, 2022)
  • Touchstone Ultra Short Income ETF (TUSI: Cboe BZX) — This Fund aims for maximum total return consistent with the preservation of capital by investing primarily in a diversified portfolio of high quality fixed income securities; its portfolio is managed in such a way as to maintain an effective duration of one year or less under normal market conditions. (Creation: August 4, 2022)

“Distinctively Active management has long been a hallmark of Touchstone’s investment philosophy, and we’re excited to extend that to investors through our ETF offerings,” said Blake Moore, President and CEO of Touchstone Investments. “ETFs have grown in popularity with investors in recent years, so extending our Distinctively Active approach to ETFs is a natural extension of our core competencies.”

Touchstone ETFs have the potential to provide excess returns and complement most investment portfolios; seek to reduce unforeseen risks and provide the flexibility to capture upside potential and limit downside risk relative to an index; and provide the potential for a more tax-efficient, competitive and transparent way to access Touchstone’s investment strategies with no minimum investment.

Touchstone’s commitment to being Distinctively Active means executing a fully integrated and rigorous process to identify and partner with the best asset managers to sub-advise the firm’s funds. The four new Touchstone ETFs will be sub-advised by Fort Washington Investment Advisors, a longtime sub-advisor to Touchstone funds.

“We are excited to continue our relationship with Touchstone through the launch of four ETFs,” said Maribeth S. Rahe, President and CEO of Fort Washington. “We believe specialization is necessary in increasingly complex markets, and we look forward to employing an uncompromising focus with Touchstone to advance these investments.”

For more information on these Touchstone ETF offerings, please visit: Touchstone ETFs

A word about risk

Investing involves risk, including possible loss of principal.
Fixed income securities may lose value as interest rates rise and are subject to credit risk, i.e. the risk of deterioration in the financial condition of an issuer and/or general economic conditions which may cause the issuer to fail to make timely payments of principal and interest also causing the value of the securities to decline and an investor may lose capital. When interest rates rise, the price of debt securities generally falls. Longer-term securities are generally more volatile. Investment grade debt securities may be downgraded by a Nationally Recognized Statistical Rating Organization (NRSRO) to below investment grade status. Lower quality debt securities, which are considered speculative with respect to the ability of issuers to make timely payments of interest and principal, may lack liquidity and may experience more frequent and longer price changes. significant than other debt securities.

Stocks are subject to market volatility and losses. Large cap companies that may not be able to respond quickly to new competitive challenges. There can be no assurance that dividend-paying companies will declare dividends in the future or that dividends, if declared, will remain at current levels or increase over time. Securities that pay dividends may be sensitive to changes in interest rates and as interest rates rise or fall, the prices of such securities may fall. Mid-cap companies may be subject to more erratic market movements than stocks of larger, more established companies. Funds that focus their investments in specific sectors may have a greater risk that adverse circumstances will have a greater impact on a fund that does not. A fund that is not diversified, meaning that it may invest a higher percentage of its assets in the securities of a limited number of issuers, may be subject to greater risks.

Touchstone Exchange Traded Funds (ETFs) are actively managed and do not seek to track any specific index. ETFs are bought and sold through an exchange at the then prevailing market price, not net asset value (NAV), and are not individually redeemed by the fund. Shares may trade at a premium or discount to their net asset value when traded on an exchange. Brokerage commissions will reduce returns. There can be no assurance that an active market for ETFs will develop or be sustained, or that the listing of ETFs will continue or remain unchanged.

The investment return and principal value of an investment in a Fund will fluctuate so that the investor’s shares, when redeemed, may be worth more or less than their original cost..

Please carefully consider the investment objectives, risks, charges and expenses of the ETF before investing. The Prospectus and Simplified Prospectus contain this and other information about the Fund. To obtain a prospectus or simplified prospectus, contact your financial professional or download and/or request one at TouchstoneInvestments.com/resources or call Touchstone at 833.368.7383. Please read the prospectus and/or summary prospectus carefully before investing.

About Touchstone Investments

Touchstone Investments’ commitment to being Distinctively Active has a deliberate intent. Recognizing that all fund companies are not created equal, we actively apply an integrated and disciplined approach to identifying and partnering with highly qualified asset managers who act as sub-advisors. Their expertise, disciplined investment processes and use of active management provide the differentiation required for solid portfolio construction. Touchstone offers a full range of investment options across all styles and asset classes, including US equity, international, income and multi-asset funds. Touchstone Funds and Touchstone ETFs are advised by Touchstone Advisors, Inc., a registered investment adviser. Touchstone Mutual Funds are distributed by Touchstone Securities, Inc., a registered dealer and Member FINRA/SIPC. Touchstone ETFs are distributed by Foreside Fund Services, LLC, a registered dealer and member of FINRA. Touchstone, Touchstone Funds and Touchstone Investments are registrations and applications of federal service marks owned by IFS Financial Services, Inc. Touchstone Securities, Inc., Touchstone Advisors, Inc. and IFS Financial Services, Inc. are members of Western & Southern FinancialGroup. For more information, please visit TouchstoneInvestments.com.

About Fort Washington Investment Advisors

Fort Washington Investment Advisors, Inc. (Fort Washington) is a diversified asset management firm providing a wide range of investment solutions to a diverse set of clients and valued partners, including insurance companies, foundations, foundations, religious orders, non-profit organizations. , public employee pension systems, Taft-Hartley entities, companies operating in many industries, and individuals and families. The firm applies well-defined investment values ​​across the diverse range of strategies we offer spanning asset classes and solutions in public and private equity, cash and short term fixed income, investment grade fixed income, asset liability management, leveraged credit, multi-sector fixed income, private equity, private debt, midstream energy, securitized credit and others. For more information, please visit FortWashington.com.

About Western & Southern Financial Group

Founded in Cincinnati in 1888 as Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc., a Fortune 500 company, is the parent company of a group of diversified financial services companies. Its assets held ($66 billion) and managed ($35 billion) totaled $101 billion of the June 30, 2022. Western & Southern is one of the strongest life insurance groups in the world. Its seven life insurance subsidiaries (The Western and Southern Life Insurance Company, Western-Southern Life Assurance Company, Columbus Life Insurance Company, Gerber Life Insurance Company, Integrity Life Insurance Company, The Lafayette Life Insurance Company and National Integrity Life Insurance Company ) maintain very strong financial ratings. Other member companies include Eagle Realty Group, LLC; Fort Washington Investment Advisors, Inc.;1 IFS Financial Services, Inc.; Touchstone Advisors, Inc.;1 Touchstone Securities, Inc.;2 W&S Brokerage Services, Inc.;1.2 and W&S Financial Group Distributors, Inc. Western & Southern is the title sponsor of seven major community events each year, including the Western & Southern Open, a major event in the US Open series played each August by the top professional men and women. top ranked in the world. tennis players.

1 A registered investment adviser.
2 A registered broker and FINRA/SIPC member.
See our current financial ratings.

Touchstone ETFs are distributed by Foreside Fund Services, Inc.*

* A registered broker and member of FINRA.

Touchstone and Fort Washington are members of the Western & Southern Financial Group.

Not FDIC Insured | No bank guarantee | May lose value

CONTACTS:


Sharon Karp (finance professionals)

Diane Planck (media)

Touchstone Investments

Western and Southern Financial Group

513-362-8026

(513) 629-1511

[email protected]

[email protected]

SOURCE Touchstone Investments

Comments are closed.