Vest

Vest is changing the way you invest. Our Target Outcome Investments® seek to buffer losses, enhance returns, manage risk or provide current income

[Vest @VestFinancial]

What does it actually take to build at the edge of markets and technology?

Our CEO @soodk published his answer.

Read it: https://t.co/XnHO3IGlht

#DefinedOutcomeInvesting #ETFs

[Joanne M Hill @joahill]

Well worth a read. Focus is on how recent mainstream adoption of derivatives strategies found a fertile home in ETFs. I am fortunate to have seen this show from a front row seat at Vest. Karan has a great perspective on the structured products legacy of option-based ETFs.

[Karan Sood @soodk]

1/
The largest financial market in the world isn’t stocks or bonds.
It’s derivatives. ~$600 trillion in size as this decade began.
6x world GDP. 3x global stocks and bonds combined.

That scale exists for one reason: utility.
Utility that is finally becoming accessible beyond institutions. For the rest of us. 🧵

(@BIS_org & @IMFNews).

[Vest @VestFinancial]

From buffer strategies to return stacking, derivative income to volatility targeting—how #derivatives became the design language of modern investing.

Read @soodk's essay on where we're going from here:

https://t.co/7x5P0l4hS9

[Vest @VestFinancial]

March 2020 stress-tested a decade of infrastructure building. The engineering held.

"Investors experienced, often for the first time, what derivatives could do: reshape risk intentionally rather than passively enduring market outcomes."

Read the Story: https://t.co/7x5P0l4hS9

[Vest @VestFinancial]

From Société Générale's basement in 1987 to $250B+ in derivative-based products today, read the story of how structured notes evolved into registered funds.

@soodk on building the infrastructure for Target Outcome Investments®:

https://t.co/7x5P0l4PHH

[Vest @VestFinancial]

We look forward to seeing everyone at #SchwabIMPACT! Don't miss Karan Sood, speaking on Wednesday about how rate #hedging strategies seek to lock in higher, longer-duration yields without incurring greater rate sensitivity.
#TargetOutcome #interestrates #inflation

[Vest @VestFinancial]

We are excited to partner with @ftportfolios to bring XISE, which seeks to produce an attractive level of premium income and buffer a specific level of downside equity losses, to market.
Press Release: https://t.co/K8ek0gFEaK
#TargetOutcome #income #BufferETFs

[Vest @VestFinancial]

Our mission to bring Target Outcome Investments to market began in 2012. Today we are the #1 provider of Target / defined outcome funds. Thanks to our partners @CBOE and @ftportfolios, advisors and clients!
#TargetOutcome #definedoutcome #bufferfunds #BufferETFs

[Vest @VestFinancial]

Don't have a seat for Jeff Chang's breakout session "Thinking Beyond 60/40" at 11:45am today? No worries! Swing by our adjacent Booth 326 to hear Jeff speak & meet the team. #BufferFunds #BufferETFs #LPLFocus

[Vest @VestFinancial]

Here’s what our Chief Advisor for Research and Strategy @joahill had to say about the recent positive correlation between stocks and bonds, and implications for 60/40 portfolios…
#volatility #stocks #bonds #AssetAllocation #riskmanagement #bufferfunds

[Joanne M Hill @joahill]

Cracks in the bedrock: "Stocks & bonds are falling in tandem at a pace not seen in decades, leaving investors with few places to hide from the market volatility” @GunjanJS. Shorten duration, but (IMO) also consider equities w/ downside risk mitigation. https://t.co/V5bWsO14eV

[Vest @VestFinancial]

Whether you’re looking to hedge against #inflation or geopolitical risk, Target Outcome Strategies on #gold (available in ETFs) may be a timely addition to your clients' portfolios.
Past performance is not indicative of future results.
#bonds #equities #riskmanagement

[Vest @VestFinancial]

Between the war in Ukraine and inflation on the homefront, navigating the markets is not easy. @jeffchanginvest walks advisors thru tools & strategies to help keep clients protected at #ExchangeETF on Tuesday 4-12-2022 at 2PM ET in Glimmer
#targetoutcome #bufferetfs

[Vest @VestFinancial]

The traditional #retirement glidepath is obsolete. See how the addition of buffer strategies to bond/stock allocations may potentially deliver better risk-adjusted returns: https://t.co/gRkXITr6HS
#targetdatefunds #bufferfunds #retirementplanning

[Vest @VestFinancial]

Cboe Vest CEO @soodk spoke w/ @ElinorComlay about the explosive growth of protection-oriented Buffer strategies in #mutualfund and #ETF wrappers. Hear what's fueling it: https://t.co/BDXkj9rJjK

Learn about Cboe Vest's Buffer strategy: https://t.co/Q0g94tUc5E

[Vest @VestFinancial]

"No one understands the volatility of the cryptocurrency markets quite like @soodk," said @davisonthebeat of @capitalcom: https://t.co/5XFuILE5vk

#bitcoin #btc #crypto #volatility #cryptocurrency

[Vest @VestFinancial]

@joahill spoke with @jasonzweigwsj about the stock market turmoil. “We go through these long regimes of normal to low volatility. And then you have these spurts of market storms that come through,” said Joanne. https://t.co/jOf5zqfg33
#volatility #riskmanagement

[Vest @VestFinancial]

Hear what @soodk said to @CoinDesk's @NJChrisRobbins about the challenges advisors face in adding #crypto to portfolios https://t.co/p4Pyx3Y4wg
Visit https://t.co/y2CRI3bjOv to learn more. The fund does not invest directly in #bitcoin.
#btc #cryptocurrency #BTCVX

[Vest @VestFinancial]

Cboe Vest CEO @soodk discussed 2 reasons why advisors have been slow to adopt #crypto investment products for clients, and why he expects that will change in 2022, w/ @davisonthebeat of @capitalcom: https://t.co/qzfQbhScnW #bitcoin #btc #cryptocurrency

[Vest @VestFinancial]

@Aaron17826406 Zator, Poland at Energylandia

[Vest @VestFinancial]

Times like this, when #Bitcoin is up and down like a runaway roller coaster, are why we built a managed #volatility strategy for Bitcoin Futures. Check out $BTCVX and enjoy the ride: https://t.co/82bAvi59uc

Subject to risk; see prospectus. #btc #crypto #hodl