Vest | Insights & Research

Highlights

The Case for Risk-Managed Bitcoin Exposure

Blog

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.

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.

Fixed Income isn’t the only income game in town

Blog

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.

Risk Management 2.0: Looking Beyond Asset Allocation

For Financial Professionals Only

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.

Calibrating Downside Risk to Investment Horizon and Volatility Regime

Blog

We explore the volatility/time horizon connection that can be critical to constructing downside-risk strategies.

Video

Learn how Target Outcome Investments are designed to deliver specific outcomes with a high degree of certainty.

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.