Disclosure

1. Investment Risk Disclosure

All investments involve risk, including the potential loss of principal. The value of investments may fluctuate based on market conditions, economic factors, geopolitical events, and other variables beyond our control. Past performance does not guarantee or indicate future results.

Different types of investments carry different levels of risk. Equity investments are subject to market volatility and may experience significant price fluctuations. You should carefully consider your investment objectives, risk tolerance, time horizon, and financial situation before making any investment decision.

2. Not Investment Advice

The information, analysis, perspectives, and content provided through our website and services are for informational and educational purposes only. Nothing contained herein should be construed as investment advice, a recommendation to buy or sell any security, or an offer to provide investment advisory services.

ActiveAlpha does not provide personalized investment advice or recommendations based on your individual circumstances. Before making any investment decision, you should conduct your own due diligence, review all relevant documentation, and consult with qualified financial, tax, and legal advisors.

3. Market Conditions and Volatility

Financial markets are subject to various risks and uncertainties. Market conditions can change rapidly, and investment values may fluctuate significantly. Factors that may affect market performance include economic conditions, interest rate changes, geopolitical events, currency fluctuations, regulatory changes, and market sentiment.

ActiveAlpha's strategies and analysis are based on historical data, current market conditions, and assumptions about future market behavior. There is no guarantee that our analysis will prove accurate or that our strategies will achieve desired results under different market conditions.

4. Performance Disclosure

Any performance data, historical returns, or performance projections provided through our website are based on assumptions and historical information. Actual results may differ materially from projected or historical results. Performance data is provided for informational purposes only and should not be relied upon as a guarantee of future results.

When evaluating performance, you should consider the time period analyzed, market conditions during that period, fees and expenses, and other relevant factors. You should not make investment decisions based solely on historical performance data.

5. Regulatory Compliance

ActiveAlpha Group operates in compliance with applicable securities laws, regulations, and regulatory requirements in the jurisdictions where we conduct business. Our operations are subject to oversight by relevant regulatory authorities. Regulatory requirements may change, and compliance with such requirements may affect our operations and services.

For information about ActiveAlpha Group's regulatory status, licenses, and compliance, please contact us directly or visit the websites of relevant regulatory authorities in your jurisdiction.

6. Conflicts of Interest

ActiveAlpha Group and its employees may have conflicts of interest in connection with the provision of services and the management of investments. We have implemented policies and procedures designed to identify, disclose, and manage conflicts of interest. Potential conflicts of interest may include situations where ActiveAlpha or its employees have financial interests that may differ from your interests.

We are committed to managing conflicts of interest in a manner that is fair to all clients and in compliance with applicable laws and regulations. If you have questions about specific conflicts of interest, please contact us.

7. Fees and Expenses

Investment advisory services, management fees, and other expenses may apply to your investments. Fees and expenses can significantly impact your investment returns over time. You should carefully review all fee disclosures and understand how fees are calculated and charged.

Different investment strategies and products may have different fee structures. Some investments may have embedded costs or expenses that are not immediately apparent. You should request detailed information about all fees and expenses before making any investment decision.

8. Tax Considerations

Investment returns may be subject to various taxes, including income tax, capital gains tax, and other applicable taxes. Tax treatment of investments depends on your specific circumstances and may vary based on jurisdiction. You should consult with a qualified tax advisor regarding the tax implications of any investment.

ActiveAlpha does not provide tax advice, and you should not rely on any information provided through our website for tax planning purposes.

9. Limitation of Liability

To the fullest extent permitted by law, ActiveAlpha shall not be liable for any direct, indirect, incidental, special, or consequential damages arising out of or related to your use of our website, services, or any information provided herein, including but not limited to loss of profits, data, or goodwill.

10. Contact Information

For information about ActiveAlpha Group's regulatory status, licenses, and compliance, please contact us at: