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TARGET OUTCOME INVESTING IS
INVESTING ALIGNED WITH GOALS
Cboe Vest is the creator of a revolution in investing.
Our Target Outcome StrategiesTM power investments with defined risk and returns.
* Strategies
*
* Target Buffer
* Target Growth
* Target Income
* Target Risk
* Tools
*
* Buffer Protect Strategy Caps
* Buffer Protect Strategy Intraperiod Pricing Tool
* Buffer Protect Strategy Scenario Analyzer
* Products
*
* ETFs
* Target Buffer
* Target Income
* Insurance Funds
* Target 10% Buffer
* Target 20% Buffer
* Mutual Funds
* Target Bitcoin Volatility
* Target 10% Buffer
* Target 20% Buffer
* Target Income
* UITs
* Insights
*
* Highlights
* White papers
* Blog
* About us
*
* Company
* Leadership
* News
* Connect with us
* Strategies expand_more
* Target Buffer
* Target Growth
* Target Income
* Target Risk
* Tools expand_more
* Buffer Protect Strategy Caps
* Buffer Protect Strategy Intraperiod Pricing Tool
* Buffer Protect Strategy Scenario Analyzer
* Products expand_more
* ETFs
* Target Buffer
* Target Income
* Insurance Funds
* Target 10% Buffer
* Target 20% Buffer
* Mutual Funds
* Target Bitcoin Volatility
* Target 10% Buffer
* Target 20% Buffer
* Target Income
* UITs
* Insights expand_more
* Highlights
* White papers
* Blog
* About us expand_more
* Company
* Leadership
* News
* Connect with us
TRAILBLAZING DEFINED OUTCOME INVESTING SINCE 2012.
CBOE VEST, A PIONEER →
As of Dec 31, 2022
* 10
Years since founding
* $10+ BILLION
Assets under management
* 89
Mutual fund, ETF, retirement fund, and unit investment trust products
* ONE
Investment philosophy of targeting outcomes
ONE
Investment philosophy of targeting outcomes
10
Years since founding
$10+ BILLION
Assets under management
89
Mutual fund, ETF, retirement fund, and unit investment trust products
ONE
Investment philosophy of targeting outcomes
10
Years since founding
NEWS
How To Invest Bigger In Bitcoin At Nearly Half The Volatility
With volatility, interest rates, and equity market risk on the rise, Cboe Vest
CEO Karan Sood discussed strategies -- ranging from providing downside
protection on the S&P 500, to managing the #volatility of #Bitcoin Futures --
with Benzinga’s Renato Capelj.
READ MORE
NEWS
Celebrating 10 years!
Our mission to bring Target Outcome Investments to market began in 2012. Today,
we are the #1 provider of Target Outcome / defined outcome funds.
follow us on Linkedin
BLOG
The Long-Term Value of Managing Risk
What's the value of downside protection, when it comes time for a market
rebound? Joanne Hill examines this in her new blog.
READ MORE
Video Series
Behind the Scenes of the First Buffer Fund
Get a first hand look into the making of the first FLEX-options based Buffer
fund in this video with Andrew Geye and Jeff Chang.
Watch Video
NEWS
How To Invest Bigger In Bitcoin At Nearly Half The Volatility
With volatility, interest rates, and equity market risk on the rise, Cboe Vest
CEO Karan Sood discussed strategies -- ranging from providing downside
protection on the S&P 500, to managing the #volatility of #Bitcoin Futures --
with Benzinga’s Renato Capelj.
READ MORE
NEWS
Celebrating 10 years!
Our mission to bring Target Outcome Investments to market began in 2012. Today,
we are the #1 provider of Target Outcome / defined outcome funds.
follow us on Linkedin
EVOLUTION OF TARGET OUTCOME INVESTING
The motivation behind Target Outcome Investments® has been to deliver the
contractual certainty of Exchange-Traded Options in Registered Funds, to solve
the issues of credit risk, liquidity risk, lack of transparency and high cost of
Structured Notes.
Registered Funds
Exchange-Traded Options
Structured Notes
Target Outcome Investments
LL20192018201720162015201420132012201120102009200820072006200520042000200320022001199919982020202120222023Cboe
FoundedOCC FormedFirst OptionsCboe Launches FLEX OptionsOptions Contracts
GrowCFLEX IntroducedFirst Structured NotesStructured Notes Expand GloballyLehman
Brothers CollapsesStructured Notes Sales FallFirst Mutual FundCongress Passes
1940 ActPooled Investments EvolveFirst ETFMutual Funds $10 Trillion+ETFs $1
Trillion+Vest FoundedVest Files PatentFirst Target Outcome StrategyTechnology
PlatformPartnership With CboeVest is RebrandedFirst Target Outcome FilingFirst
Target Outcome IndexesFirst Target Outcome FundSecond Target Outcome FundFirst
Target Outcome ETF FilingCompetitive Offerings EmergePartnership With First
TrustFirst Target Outcome UITFirst Canadian TargetOutcome ETFSEC Rule
ChangeFirst U.S. Target Outcome ETFsCboe Vest AUM Surpasses $5 BillionZoom
OutFrom 1998 to 2022Use left and right arrows to move selectionFrom 1998Use left
and right arrows to move left selectionTo 2022Use left and right arrows to move
right selectionUse TAB to select grip buttons or left and right arrows to change
selection100%Chart created using amCharts library
1923
1943
1962
1981
2000
2020
2022
OUR STRATEGIES
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.
VIEW TARGET BUFFER MUTUAL FUNDS VIEW TARGET BUFFER ETFs VIEW TARGET BUFFER UITs
VIEW TARGET BUFFER INSURANCE FUNDS
OUR PRODUCTS
Mutual Funds
Cboe Vest advises mutual funds providing access to a range of Target Outcome
Strategies
View Mutual Funds
ETFs
Cboe Vest sub-advises exchange-traded funds (ETFs) providing access to a range
of Target Outcome Strategies
View ETFs
Retirement Funds
Cboe Vest advises retirement funds providing access to a range of buffer
strategies for 401(k) and other qualified retirement plans.
Learn More
Insurance Funds
Cboe Vest advises insurance funds providing access to a range of buffer
strategies available in insurance and annuity products.
View Insurance Funds
UITs
Cboe Vest sub-advises unit investment trusts (UITs) providing access to Target
Outcome Strategies
View UITs
INSIGHTS & RESEARCH
Fixed Income isn’t the only income game in town
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.
READ MORE
For Financial Professionals Only
lock
Risk Management 2.0: Looking Beyond Asset Allocation
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.
READ MORE
Calibrating Downside Risk to Investment Horizon and Volatility Regime
We explore the volatility/time horizon connection that can be critical to
constructing downside-risk strategies.
READ MORE
The Genesis of Target Outcome Investing
Learn how Target Outcome Investments are designed to deliver specific outcomes
with a high degree of certainty.
WATCH VIDEO
Income-With-Growth Solution: Converting Future Dividend Growth Into Current
Income
The challenge faced by fixed income securities has left a gaping hole in the
income portion of income-with-growth investment portfolios. Increasingly,
investors are bridging that gap by turning to dividend paying stocks to deliver
the level of current income they require. In this paper, we examine a unique
index solution that seeks to generate current income from both dividends and the
price appreciation of stocks.
READ MORE
Targeting Income and Protection With Dividend Aristocrats
Learn how a new S&P Dividend Aristocrats strategy seeks to add a level of
targeted income to dividend grower stocks with Cboe Vest’s Karan Sood and S&P
Dow Jones Indices’ Shaun Wurzbach and Vinit Srivastava.
WATCH VIDEO
Latest news & Press releases
Structured Payoffs Are Finally Capturing The Attention Of U.S. Retail Investors
(Mar 10, 2022)
Who should you listen to about crypto in 2022? (Feb 4, 2022)
Cboe Vest Sees Explosion In Demand For Funds With Structured Payoffs (Jan 28,
2022)
The Two Things to Do When the Stock Market Gets Crazy (Jan 28, 2022)
Crypto investment funds shift gears as asset growth slows (Jan 4, 2022)
Featured In*
8350 Broad St.
Suite 240
McLean, VA 22102-5150
(855) 979-6060 info@cboevest.com
STRATEGIES
Target Buffer Target Growth Target Income Target Risk
TOOLS
Buffer Protect Strategy Caps Buffer Protect Strategy Intraperiod Pricing Tool
Buffer Protect Strategy Scenario Analyzer
PRODUCTS
ETFs
Target Buffer Target Income
Insurance Funds
Target 10% Buffer Target 20% Buffer
Mutual Funds
Target Bitcoin Volatility Target 10% Buffer Target 20% Buffer Target Income
UITs
ABOUT US
Company Leadership News Insights
Cboe Vest, LLC, a subsidiary of Cboe Global Markets, Inc. (the latter two
entities, collectively, “Cboe”) owns a minority stake in Cboe Vest Group Inc.
(“Cboe Vest”). Certain option and index products, including those proprietary to
Cboe, may be recommended by Cboe Vest and its subsidiaries from time to time.
Such products may trade on one or more Cboe-affiliated exchanges, resulting in
transaction and other revenues accruing to Cboe. Any views expressed herein are
solely those of Cboe Vest and not of Cboe.
Cboe Vest Financial LLC ("Cboe VestFin") is registered with the U.S. Securities
and Exchange Commission ("SEC") as an Investment Advisor. Registration does not
imply a certain level of skill or training. The information in this website has
not been approved or verified by the SEC or by any state securities authority.
This is not an offer or solicitation for investment advisory services, or other
products or services in any jurisdictions where Cboe VestFin is not authorized
to do business or where such offer or solicitation would be contrary to the
securities laws or other local laws and regulations of that jurisdiction.
*Usage of these logos does not imply an endorsement.
Cboe® is a registered trademark of Cboe Exchange, Inc. Cboe VestSM is a service
mark of Cboe Exchange, Inc.
© Cboe Vest Financial Group 2022. All rights reserved.
Cboe Vest Trademarks & Copyrights
By using this website, you accept Terms of Use and Privacy Policy
All investments involve risk, and the past performance of a security or
financial product does not guarantee future results or returns. There is always
the potential of losing money when you invest in securities or investment
strategies. Investors should consider their investment objectives and risks
carefully before investing. Options have specific investor risks.
Characteristics and risks of exchange-traded options are available at Cboe's
website and Cboe Options Education Center.
The information on the website was obtained from sources believed to be
accurate, but we do not guarantee that it is accurate or complete. Hyperlinks to
third-party websites contain information that may be of interest or use to you.
Third-party websites, research and tools are from sources deemed reliable. Cboe
Vest does not guarantee accuracy or completeness of the information and makes no
assurances with respect to results to be obtained from their use.
Cboe Vest communications and communications emanating from its social media
community are for informational purposes only and are not intended as an offer
or solicitation for the purchase or sale of any financial instrument, or as an
official confirmation of any transaction or an advertisement of investment
advisory services. The Cboe Vest website provides its users links to social
media sites and email. The linked social media and email messages are
pre-populated. However, these messages can be deleted or edited by Cboe Vest
users, who are under no obligation to send any pre-populated messages. All
market prices, data and other information available through Cboe Vest are not
warranted as to completeness or accuracy and are subject to change without
notice. Any comments or statements made herein do not reflect the views of Cboe
Vest Group Inc. or any of their subsidiaries or affiliates. Full Disclosure
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