- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 2020 Calamos Court Naperville United States of America 60563-2787
- IPO Date
- Jan 2, 2025
- Business
- Calamos Investments LLC (Calamos) is a diversified global investment firm that offers equity, fixed income, multi-asset, convertible securities, alternatives, private credit, and sustainable equity strategies through ETFs, mutual funds, closed-end funds, interval funds, UCITS funds, and separately managed accounts. Founded in 1977 and headquartered in the Chicago metropolitan area, with additional offices in New York, San Francisco, Milwaukee, Portland (Oregon), and the Miami area, the firm manages approximately $40 billion in assets under management, including more than $17 billion in liquid alternatives as of November 30, 2024; clients include financial advisors, wealth management platforms, pension funds, foundations, endowments, and individuals worldwide. Core offerings encompass a broad suite of structured protection ETFs, such as the flagship Calamos S&P 500 Structured Alt Protection ETF series (including CPSY - January, CPSM - May, and others tied to monthly reset periods), which utilize FLEX options to deliver 100% downside protection against losses in reference assets like the SPDR S&P 500 ETF Trust (SPY) price return up to a predefined cap over one-year outcome periods (before fees and expenses of 0.69%), alongside similar buffered exposure products for the Russell 2000, Nasdaq-100, and Bitcoin ladders; additional products include market neutral income funds, growth equity strategies, volatility opportunity funds, and private equity & alternatives funds like CAPVX. In January 2025, Calamos launched the Calamos S&P 500 Structured Alt Protection ETF – January (ticker: CPSY) and Calamos Russell 2000 Structured Alt Protection ETF – January (CPRY), expanding its comprehensive monthly-entry Structured Protection ETF series with initial cap rates of 7.57% and 9.59%, respectively, managed by Co-CIO Eli Pars and the Alternatives Team; later in 2025, the firm introduced laddered protected Bitcoin ETFs (90 Series and 80 Series – October) and the Calamos Nasdaq Autocallable Income ETF (CAIQ), while partnering with Aksia to debut AC Private Markets and the CAPVX evergreen private equity & alternatives fund under a unified brand. Calamos continues to innovate in risk-managed alternatives, leveraging its pioneering expertise in convertibles and options to target institutional-quality strategies for retail and advisor channels across U.S. and global markets.