Crafting Investment Outcomes
Derivatives expertise. Wall Street rigor. Silicon Valley ingenuity.
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.
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
Target Financing
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%.
Delivering since 2012
*$55B+
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
ArticleTrace the evolution of derivative-based investment products from institutional tools to mainstream solutions, chronicling Karan Sood's journey to co-founding Vest.
Educational PaperA modern growth strategy for advisors seeking uncapped upside—with defined risk. Learn how the Uncapped Accelerator fits within Target Outcome Strategies®.
ArticleSamuel 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.
Educational PaperDownside 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.
ArticleTarget 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.
Educational PaperThe 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.
ArticleWe explore the volatility/time horizon connection that can be critical to constructing downside-risk strategies.
