Simplify Asset Management

An area of strength for the firm is its relatively high portfolio manager retention since the firm's inception, as long-term stability tends to support positive results. Looking at the firm's risk-adjusted performance, the product lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average overall Morningstar Rating is 2.8 stars. Simplify Asset Management's longest-tenured managers do not possess comparable experience as teams at other firms, a cause for concern. Specifically, average tenure within the firm is two years. As such, there is less confidence in the group's ability to manage capital through a full market cycle effectively.