why kurv
An Institutional Approach to Portfolio Management
Kurv Investment Management is an active ETF issuer founded in 2023. Our team combines decades of experience from firms including PIMCO and Goldman Sachs to build actively managed, tax-efficient investment strategies across growth equities, precious metals, thematic investing, and income solutions.
Our Approach
Institutional strategies. Accessible ETFs.
At Kurv, we package those same strategies into accessible ETFs, bringing true institutional portfolio tools for advisors and their clients to reach their financial goals.
Investment Excellence
Active management grounded in data-driven research and disciplined execution.
Growth with Income
Designed to pursue appreciation without sacrificing income.
Tax Efficiency
Leverage ETF structures and options based strategies to pursue tax efficient income.
Our Philosophy
We believe active management generates better risk-adjusted returns over time for investors’ portfolios as the markets experience generational realignment.
Our Process
We employ a rigorous, quantitatively-driven process that integrates top-down macroeconomic analysis with bottom-up securities selection, anchored at every stage by disciplined risk management.
Top-Down
Macroeconomic Analysis
We believe forward-looking views on key economic variables are primary drivers of asset prices over the secular (3–5 year) and cyclical (12–18 month) horizons.
Bottom-Up
Securities Selection
We implement rigorous security-level analysis to optimize the expression of our macro views and to exploit short-term pricing anomalies.
Disciplined
Risk Management
We monitor portfolios to ensure risk budgets and portfolio volatility remain consistent with stated objectives and investor expectations.
our origin story
The Market Shift That Inspired Kurv
A new era for ETF innovation
In September 2020, SEC Rule 6c-11 standardized the regulation of most ETFs, accelerating the growth of options-based ETFs and creating new opportunities for portfolio construction.
Modern portfolios demand more
Advisors continue to navigate three persistent challenges:
Growth
Pursuing growth amid rising market uncertainty.
Income
Finding reliable income in a changing rate environment.
Risk Management
Balancing growth and income within a defined risk budget.
