EquityCompass Tactical Risk Manager ETF
TERM
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- United States of America
- IPO Date
- Apr 10, 2017
- CIK
- 0001667919
- Similar Companies
- Business
- EquityCompass Tactical Risk Manager ETF (TERM) is an actively managed exchange-traded fund that seeks long-term capital appreciation with capital preservation as a secondary objective by tactically allocating among U.S. listed equity securities, short-term fixed income instruments, cash equivalents, and inverse exchange-traded funds for short exposure to broad U.S. market indices; it employs a risk management strategy to adjust equity exposure, mitigate downside risk, and control volatility. The fund, originally launched under First Trust Exchange-Traded Fund VIII, underwent a reorganization in October 2021 when its assets were transferred into EquityCompass Risk Manager ETF (ERM) following shareholder approval, with TERM shares exchanged for ERM shares on a tax-free basis, after which TERM continues to trade as a distinct product sponsored by EquityCompass Investment Management, LLC. EquityCompass Investment Management, LLC, founded in 2008 and headquartered in Baltimore, Maryland as a wholly owned subsidiary of Stifel Financial Corp., serves as the investment adviser and sub-adviser, providing portfolio strategies to individuals, financial intermediaries, and institutions primarily in the United States. The ETF targets investors seeking managed volatility and exposure to U.S. equities while avoiding large, prolonged market losses, operating within the broader asset management industry focused on tactical risk mitigation. No significant partnerships, acquisitions, funding rounds, or new product launches have been reported for TERM in the last 1-2 years.