Building Blocks

SS&C ALPS Advisors

The Building Blocks podcast features financial services thought leaders sharing investment perspectives, market trends and economic insights. SS&C ALPS Advisors is an open architecture boutique investment manager offering portfolio building blocks, active insight, and an unwavering drive to guide clients to investment outcomes across sustainable income, thematic and alternative growth strategies. Please follow, share and subscribe. read less

Principal Real Estate Income Fund Podcast
Sep 15 2022
Principal Real Estate Income Fund Podcast
An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain an annual report or semi-annual report which contains this and other information visit www.principalcef.com or call 855.838.9485. Read them carefully before investing. An investment in the Fund is not appropriate for all investors and is not intended to be a complete investment program. The Fund is designed as a long-term investment and not as a trading vehicle. Investing in the Fund involves risks, including the risk that you may receive little or no return on your investment or that you may lose part or even all of your investment. Therefore, before investing you should carefully consider the risks that you assume when you invest in the Fund’s common shares. Securities backed by commercial real estate assets are subject to securities market risks similar to those of direct ownership of commercial real estate loans including, but not limited to, declines in the value of real estate, declines in rental or occupancy rates and risks related to general and local economic conditions.The Fund’s investment objectives and policies are not designed to seek to return the initial investment to investors that purchase shares. Investing in the Fund involves risks, including exposure to below-investment grade investments (i.e., “junk bonds”). The Fund’s net asset value will vary and its distribution rate may vary and both may be affected by numerous factors, including changes in the market spread over a specified benchmark, market interest rates and performance of the broader equity markets. Fluctuations in net asset value may be magnified as a result of the Fund’s use of leverage. Shares of closed-end investment companies frequently trade at a discount from their net asset value and initial offering prices. The risks associated with this characteristic of closed-end investment companies may be greater for investors expecting to sell their shares in a relatively short period after completion of the initial public offering. For further discussion of these and additional risks associated with an investment in the Fund see the Prospectus.The Fund is a closed-end fund and does not continuously issue shares for sale as openend mutual funds do. The Fund trades in the secondary market. Investors wishing to buy or sell shares need to place orders through an intermediary or broker. The share price of a closed-end fund is based on the market’s value.Diversification does not eliminate the risk of experiencing investment losses. ALPS Advisors, Inc. is the investment adviser to the Fund. Principal Real Estate Investors LLC is the investment sub-adviser to the Fund. Principal Real Estate Investors LLC is not affiliated with ALPS Advisors, Inc. or any of its affiliates.Secondary market support provided to the Fund by ALPS Fund Services, Inc.’s affiliate. ALPS Portfolio Solutions Distributor, Inc. ALPS Portfolio Solutions Distributor, Inc. is a FINRA member.This podcast is hosted by ZenCast.fm
SS&C ALPS Advisors Building Blocks - Two Minute Tuesday - Are Rate Hikes the End of the Commodity Run?
Apr 11 2022
SS&C ALPS Advisors Building Blocks - Two Minute Tuesday - Are Rate Hikes the End of the Commodity Run?
To obtain a prospectus containing this and other information, call 1-866-759-5679 or visit www.alpsfunds.com. Read the prospectus carefully before investing. Performance data quoted represents past performance. Past performance is no guarantee of future results; current performance may be higher or lower than performance quoted.All investments are subject to risks, including the loss of money and the possible loss of the entire principal amount invested. Additional information regarding the risks of this investment is available in the prospectus.The Bloomberg Commodity Index (Total Return) (BCOM) is the primary prospectus benchmark for the ALPS | CoreCommodity Management CompleteCommodities Strategy Fund (the Fund). For standardized performance of the Fund, please click here.Bloomberg Commodity Index: an unmanaged index used as a measurement of change in commodity market conditions based on the performance of a basket of different commodities.Bull Market: a financial market in which prices are trending upward or are expected to trend upward.Bull Run: an extended bull market.Federal Funds Target Rate (FFR, upper limit): the upper bound of the Federal Funds Target Rate range, which is the interest rate range in which the Federal Reserve suggests banks lend overnight reserves to each other.Hawkish: in relation to monetary policy, describes a more restrictive stance (when the Federal Reserve is hiking or intends to hike interest rates).Personal Consumption Expenditures Index (PCE): a broad measure of inflation similar to the Consumer Price Index and created by the Bureau of Economic Analysis.Real rates are approximated as the yield on the 10-year Treasury minus the year-over-year change in the Personal Consumption Expenditures Index (PCE).ALPS Advisors, Inc. is the investment adviser to the Fund and CoreCommodity Management, LLC is the investment sub-adviser to the Fund. ALPS Portfolio Solutions Distributor, Inc. is not affiliated with CoreCommodity Management, LLC. ALPS Advisors, Inc. is affiliated with ALPS Portfolio Solutions Distributor, Inc. ALPS Portfolio Solutions Distributor, Inc. is the distributor for the Fund.This podcast is hosted by ZenCast.fm