Portfolios Built on Precision, Not Probability

With *$50B in Target Outcome Strategies®, we engineer derivatives into defined outcomes—so you know what to expect before you invest

Explore Strategies Let's Talk Outcomes

*As of June 30, 2025. $43.2B assets under management, $7.9B non-discretionary assets under supervision

Strategies that seek to deliver more certainty to modern portfolios

Our Target Outcome Investments® seek to unlock the benefits of derivatives—turning market uncertainty into more portfolio clarity and precision. With a pristine track record spanning over a decade, we engineer strategies designed to deliver what they target.

Our Featured Strategies:

Target Buffer®

Seeks to participate in market gains while buffering losses up to a defined level—helping investors stay the course through volatility.

Target Growth

Target Income

Targeting Growth with Built-In Protection

Here’s an example of the outcomes the strategy would seek over the outcome period under different scenarios for returns of the reference asset with an Upside Cap of 12% and a Buffer of 10%.

IMPORTANT: This information is hypothetical in nature and for illustrative purposes only. It does not reflect actual investment outcomes and is not a guarantee of future results. Hypothetical target outcomes do not reflect fees or expenses that may apply. The outcome values may only be realized for an investor who holds shares for the outcome period.

Built for outcomes

Engineered Precision

Define growth parameters, protection buffers, and income targets upfront—know your targeted outcomes before you invest.

Outcomes that Seek to Deliver

Every product seeks to provide the outcome that it’s designed to produce and offer the additional certainty that comes from defined parameters.

Derivatives Made Simple

Sophisticated strategies packaged into accessible investment products—available in various wrappers so you can choose what works for you and your clients.

Portfolios Built to Bend, Not Break

Build resilient portfolios that adapt to various market environments—whether you need growth, protection, or income.

Delivering since 2012

*$50B

Assets in Target Outcome Strategies®

300+

Products with engineered precision

13

Years pioneering the defined outcome category

1

Philosophy and a pristine track record of delivery

*As of Jun 30, 2025. $43.2B assets under management, $7.9B non-discretionary assets under supervision
Research & Insights
  1. The Uncapped Accelerator: A New Era of Target Growth Strategies
    For Financial Professionals Only
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    Educational Paper
    A modern growth strategy for advisors seeking uncapped upside—with defined risk. Learn how the Uncapped Accelerator fits within Target Outcome Strategies®.
  2. The Case for Risk-Managed Bitcoin Exposure
    Article
    Samuel Moore examines Bitcoin’s past performance after hitting new highs, and shares how a volatility management strategy can give investors potential exposure to Bitcoin’s upside while seeking to mitigate downside risk.
  3. Managing Downside Equity Risk as an Asset Allocation Strategy: A Look Back at Early Institutional Applications
    Educational Paper
    Downside protection strategies, once used by institutional investors to hedge equity volatility are now broadly available to investors in vehicles such as exchange-traded funds (ETFs). This paper explains the importance of selecting the appropriate benchmark when incorporating equity risk reduction strategies into an overall portfolio.
  4. Fixed Income isn’t the only income game in town
    Article
    Target Income Strategies give investors an alternative 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.
  5. Risk Management 2.0: Looking Beyond Asset Allocation
    For Financial Professionals Only
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    Educational Paper
    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.
  6. Calibrating Downside Risk to Investment Horizon and Volatility Regime
    Article
    We explore the volatility/time horizon connection that can be critical to constructing downside-risk strategies.
  7. Video
    Learn how Target Outcome Investments are designed to deliver specific outcomes with a high degree of certainty.
  8. Video
    Learn how a new S&P Dividend Aristocrats strategy seeks to add a level of targeted income to dividend grower stocks with Vest’s Karan Sood and S&P Dow Jones Indices’ Shaun Wurzbach and Vinit Srivastava.
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The power of derivatives, simplified

Build more certainty into portfolios with defined outcomes.

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