Invest with
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
Insights & Research
- 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.
BlogTarget 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.- 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.
