ActivePassive ETFs

Unique ETFs that Combine Active and Passive Strategies

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About Us

Our mission is to empower investors with the technology, solutions and intelligence to identify opportunities and drive better financial outcomes. Our innovative ActivePassive ETF product suite blends the best of active and passive investment strategies to help make financial wellness a reality for more people.

Our ETFs

Since 2006, we have published research on active and passive asset management, including which categories are better suited for each. The results of that research are foundational to our ActivePassive ETF suite, including these strategies:

ActivePassive Core Bond ETF

APCB seeks to provide current income consistent with low volatility of principal through investment grade fixed income securities.

ActivePassive International Equity ETF

APIE seeks to provide long-term capital appreciation through equity exposure to non-U.S. companies.

ActivePassive U.S. Equity ETF

APUE seeks to provide long-term capital appreciation through equity exposure to U.S. companies.

ActivePassive Intermediate Municipal Bond ETF

APMU seeks to provide current income that is exempt from federal income taxes consistent with low volatility of principal through U.S. municipal bonds.

IMPORTANT INFORMATION:

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call 1-800-617-0004 or visit our website at www.activepassive.com. Read the prospectus or summary prospectus carefully before investing.

The information, analysis, and opinions expressed herein are for general information only. Nothing contained herein is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the portfolios mentioned will provide positive performance over any period of time. Investors could lose money if they invest in accordance with the portfolios discussed herein. Past performance is not indicative of future results.

Exchange Traded Funds (ETFs) are subject to risks similar to those of stocks, such as market risk. Investing in ETFs may bear indirect fees and expenses charged by ETFs in addition to its direct fees and expenses, as well as indirectly bearing the principal risks of those ETFs. Income (bond) ETFs are subject to interest rate risk which is the risk that debt securities in a fund’s portfolio will decline in value because of increases in market interest rates.

Investments that utilize an ActivePassive strategy carry specific risks that investors should consider before investing in ActivePassive portfolios. In certain market conditions, combining active and passive investment strategies may lose value or underperform fully active or fully passive strategies. ActivePassive investment strategies are also subject to the risks of both active and passive investment strategies. Active investment strategies are subject to active risk. Active risk arises by deviating a portfolio or investment away from its passive benchmark through portfolio management decisions that are made by either humans or software which are subject to error and/or bias. Passive investment strategies have the risk of not closely track the performance of the underlying index they seek to replicate. While attempting to track an index, passive investments often do not consider a company’s profitability, financial health, or growth potential in their investment selection criteria.

Advisors should always conduct their own research and due diligence on investment products and the product managers prior to offering or making a recommendation to a client.

The funds are distributed by Foreside Fund Services, LLC. Foreside is not affiliated with Envestnet.