Target Outcome Investing is
Investing with confidence
In 2013, Cboe Vest (“Vest”) filed for the world’s first registered fund with defined levels of downside protection and upside capture, heralding the rise of buffer funds.
Our Strategies
Target Buffer
Hedge exposure to a targeted range of downside losses while maintaining opportunity for growth.
Target Growth
Seeking to enhance returns by amplifying returns for a targeted upside range.
Target Income
Target a specific higher level of income while maintaining the opportunity for price appreciation.
Target Risk
Balance risk across multiple asset classes and smooth out large peaks and troughs to target a preset level of volatility.
Target Downside Protection
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 Target Buffer 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 up to a predetermined cap.
Our Products
Mutual Funds
Cboe Vest advises mutual funds providing access to a range of Target Outcome Strategies
ETFs
Cboe Vest sub-advises exchange-traded funds (ETFs) providing access to a range of Target Outcome Strategies
Retirement Funds
Cboe Vest advises retirement funds providing access to a range of buffer strategies for 401(k) and other qualified retirement plans.
Insurance Funds
Cboe Vest advises insurance funds providing access to a range of buffer strategies available in insurance and annuity products.
Insights & Research
Target Income Strategies give investors a new way to monetize risk, potentially creating income from any type of tradable, risky investment alternative. That includes high growth, low dividend stocks, and even commodities.
The paper provides analysis and guidance for practitioners looking to make an allocation to specific buffer strategies and seeking to understand how the risk and return compares to an asset allocation portfolio.
We explore the volatility/time horizon connection that can be critical to constructing downside-risk strategies.
Learn how Target Outcome Investments are designed to deliver specific outcomes with a high degree of certainty.
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.
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.
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