Cboe Vest is changing the way you invest through our Target Outcome InvestmentsTM. We empower financial advisors and investors through unique investments that let you define both your risks and your returns.
Simply answer a couple of questions to discover an investment strategy tailored to your needs.
Simply answer a couple of questions to discover an investment strategy tailored to your needs.
Simply answer a couple of questions to discover an investment strategy tailored to your needs.
Simply answer a couple of questions to discover an investment strategy tailored to your needs.
The majority of monthly gains in the S&P 500 are between 0 and +5%, and the majority of monthly losses are between 0 and -3.5%1. The mutual fund that seeks to increase participation in the most likely positive returns and buffer the most likely downside losses in the S&P 500 is a Cboe Vest-packaged investment.
1 As measured by the price performance of the S&P 500 Index between December 14, 2007 and December 15, 2017.
The buffer mutual fund is a Cboe Vest-packaged investment that seeks to protect against some downside losses in the S&P 500 Index while still participating in potential upside growth.
A buffer protection managed account strategy is a custom strategy built and managed by Cboe Vest directly in the client’s account that seeks to protect against some downside losses in the S&P 500 Index while still participating in potential upside growth.
The mutual fund that offers the possibility of income and growth is a Cboe Vest-packaged investment built on the S&P 500 that seeks to generate income of 3.5% over the annual dividend of the S&P 500 Index while generating price returns that are proportional to the price returns of the S&P 500 Index.
An income distribution managed account strategy is a custom strategy built and managed by Cboe Vest directly in the client’s account that seeks to generate consistent periodic distributions while preserving capital over the long term.
The majority of monthly gains in the S&P 500 are between 0 and +5%, and the majority of monthly losses are between 0 and -3.5% 2. The mutual fund that seeks to increase participation in the most likely positive returns and buffer the most likely downside losses in the S&P 500 is a Cboe Vest-packaged investment.
2 As measured by the price performance of the S&P 500 Index between December 14, 2007 and December 15, 2017.
The mutual fund that offers the possibility of income and growth is a Cboe Vest-packaged investment built on the S&P 500 that seeks to generate income of 3.5% over the annual dividend of the S&P 500 Index while generating price returns that are proportional to the price returns of the S&P 500 Index.
The mutual fund that provides enhanced returns is a Cboe Vest-packaged investment built on the S&P 500 that seeks to increase upside opportunity by strategically expanding market exposure. Like our managed accounts, we build and manage our mutual funds to reflect and support your financial goals.
An enhanced growth managed account strategy is a custom strategy built and managed by Cboe Vest directly in the client’s account that seeks to increase upside opportunity by strategically expanding market exposure.
Hedge exposure to the market while maintaining opportunity for growth by building goal-based investments to your specifications on the Cboe Vest Technology digital interface. In addition to the digital interface, we also build and manage mutual funds and managed accounts to support your financial goals.
The buffer ETF is a Cboe Vest sub-advised investment that seeks to protect against some downside losses while still participating in potential upside growth.
Generate ongoing payments and control market exposure by building goal-based investments to your specifications on the Cboe Vest Technology digital interface. In addition to the digital interface, we also build and manage mutual funds and managed accounts to support your financial goals.
The ETF that offers the possibility of income and growth is a Cboe Vest-packaged investment built on the S&P 500 that seeks to generate income of 3.0% over the annual dividend of the S&P 500 Index while generating price returns that are proportional to the price returns of the S&P 500 Index.
Increase upside opportunity by strategically expanding market exposure to your specifications on the Cboe Vest Technology digital interface. In addition to the digital interface, we also build and manage mutual funds and offer managed accounts to support your financial goals.
The ETF that offers the possibility of income and growth is a Cboe Vest-packaged investment built on the S&P 500 that seeks to generate income of 3.0% over the annual dividend of the S&P 500 Index while generating price returns that are proportional to the price returns of the S&P 500 Index.
Target Outcome Investments seek to provide a level of contractual certainty unattainable in other investment models, and are designed by our team of experts. We’ve partnered with the Cboe Options Exchange (Cboe Options) — the world’s largest options exchange — to bring you our unique suite of products and technology.
Our Target Outcome Investments use strategies once limited to large financial institutions to flip the traditional investing process on its head. Instead of choosing the building blocks of an investment first, we start out with investors’ goals and build backwards to the specific investment package.
Cboe Vest lets financial advisors offer their clients a new level of investment certainty without taking on the complexity of building their own Target Outcome Investments. We specialize in the details, so financial advisors can focus on what counts: serving clients' broader financial goals and needs.
Hedge exposure to the market while maintaining opportunity for growth.
Losses can happen more often than expected and it can take a long time to recover. Stock and other investment markets are severely affected by events that are rare and difficult to predict. The Buffer Protect Strategy seeks to provide a buffer of protection against downside losses in the Reference Asset over a set period of time, while still providing the opportunity for growth to a predetermined cap.
Enhance the most likely gains and buffer against the most likely losses.
The majority of monthly gains in the S&P 500® are between 0 and 5%, and the majority of monthly losses are between 0 and -3.5%1. The Enhanced Buffer Range Capture Options Strategy seeks to provide, before net options premium paid or received, two times leveraged returns on appreciation of the S&P 500 Index up to a capped level of 5.0%, buffer protect against the first 3.5% of losses, and deliver two times enhanced returns on losses of more than 3.5%.
1 As measured by the price performance of the S&P 500 Index between December 14, 2007 and December 15, 2017.
Increase upside opportunity by strategically expanding market exposure.
Enhance some of the gains without increasing the risk of downside losses. Conventional strategies to enhance upside returns may also lead to enhanced downside losses. The Enhanced Growth Strategy seeks to target returns that, over a set period of time, provides two-to-one enhanced returns on the price appreciation of the Reference Index up to a capped level, while providing one-to-one exposure to any losses from price depreciation.
Generate a higher level of current income while maintaining the opportunity for price appreciation
Stocks with a consistent track record of increasing dividend payments each year can be sound growth investments. The Target Income Partial Overwrite Strategy seeks to add a level of income to dividend growth stocks by trading some of the uncertain future growth opportunity of the stock for assured current income. This is achieved by repeatedly writing short-term call options on a small part of the stock holding. By combining premiums collected from the sale of options with the dividend income of the stocks, investors will increase their total income while still participating in the majority of the growth potential from price appreciation of the stock.
Generate ongoing payments and control market exposure.
Traditional sources of income may struggle to deliver significant yield and typically reduce in price when interest rates rise. The Market Neutral Yield Strategy is an alternative strategy that seeks to generate returns with a lower sensitivity to equity and fixed income markets and issue annualized distributions of 5% over the One-Month Treasury Yield, before fees and expenses.
The strategy pursues returns by selling options and collecting premium income, seeking to preserve capital if a Reference Index, such as the S&P 500 Index, is between the upper and lower bound of a predefined range.
A Cboe Vest-packaged investment built on the S&P 500 to
accommodate the desired strategy.
A Cboe Vest-packaged investment built on the S&P 500 to
accommodate the desired strategy.
A custom account built for the desired strategy and traded directly by Cboe
Vest. Our managed
accounts are customizable on nearly any market.
We offer access to a digital interface designed to help you build your own
goal-based investments or
choose from our prepackaged investment solutions.
Learn how Target Outcome Investments are designed to deliver specific outcomes with a high degree of certainty.
Learn how options help provide protection from changes in the market.
Learn how a new S&P Dividend Aristocrats strategy seeks to add a level of targeted income to dividend grower stocks with Cboe Vest’s Karan Sood and S&P Dow Jones Indices’ Shaun Wurzbach and Vinit Srivastava.
The challenge faced by fixed income securities has left a gaping hole in the income portion of income-with-growth investment portfolios. Increasingly, investors are bridging that gap by turning to dividend paying stocks to deliver the level of current income they require. In this paper, we examine a unique index solution that seeks to generate current income from both dividends and the price appreciation of stocks.
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It’s a new investment world in 2018. Out of the gate, in January we saw equity indexes rising at an unprecedented pace only to be followed by very rough seas, where equities were lifted and then pushed down in rapid succession. This year has brought a stark and clear change in risk along with a more muddled outlook for the direction of both equity and bond markets.
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Just like homes can be remodeled to meet the evolving needs of homeowners, Investment portfolios can also be “remodeled” to better match investment goals such as higher income, growth or lower risk. Options are among the best portfolio remodeling tools; they can be utilized to achieve a target level of income and risk without disturbing other parts of the portfolio. Options allow an investor to buy (call) or sell (put) a security at a predetermined price (strike price) on or before a specific date (exercise date).
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