Cboe Vest is the creator of a revolution in investing. Our Target Outcome StrategiesTM power investments with defined risk and returns.
Target Outcome Investing is
investing with confidence
Target Outcome Investing is
investing with more certainty
Target Outcome Investing is
investing aligned with goals
Target Outcome Investing is
invented by Cboe Vest
Our Strategies
Target Buffer Protect
Hedge exposure to a targeted range of downside losses while maintaining opportunity for growth.
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 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 up to a predetermined cap.
Target Growth
Seeking to enhance returns by amplifying returns for a targeted upside range.
Target Enhanced Upside
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 Target Growth Strategy seeks to target returns that, over a set period of time, provide 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.
Target Income
Target a specific higher level of income while maintaining the opportunity for price appreciation.
Target Consistent Distributions
Stocks with a consistent track record of increasing dividend payments each year can be sound growth investments. The Target Income 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 selling 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.
Target Risk
Balance risk across multiple asset classes and smooth out large peaks and troughs to target a preset level of volatility.
Target Consistent Volatility
Traditional fixed-weight asset allocation methodologies, such as the 60% equity/40% bond portfolio, seek to reduce risk through diversification but end up with concentrated equities exposure and an unstable level of risk as market conditions vary.
The Target Risk Strategy is a dynamic asset allocation strategy that allocates risk equally between U.S. equities and U.S. government bonds, while targeting a fixed 10% annualized volatility.
Leverage is limited to 125% of investment capital.
Our Products
Mutual Funds
Cboe Vest advises mutual funds providing access to
a range of Target Outcome
Strategies.
ETFs
Cboe Vest advises and sub-advises exchange-traded funds (ETFs)
providing access to a
range of Target Outcome Strategies.
CITs
Cboe Vest sub-advises collective investment trusts
(CITs) built to accommodate Target
Outcome Strategies
designed for qualified retirement plans.
UITs
Cboe Vest sub-advises unit investment trusts (UITs)
providing access to Target Buffer
Protect Strategies.
