Insights
The broader U.S. autocall note market, issuing roughly $100 billion yearly, is beginning to migrate into an ETF wrapper. Only a fraction of the market has made the move so far.
On Care, Constraint, and the Responsibility of Design
Trace the lessons from Vest's founding story, from the trading floors of Wall Street to the startup culture of Silicon Valley, and why the future of investing requires both worlds.
Trace the evolution of derivative-based investment products from institutional tools to mainstream retail solutions, chronicling Karan Sood's journey to co-founding Vest.
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.
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.
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.
Target 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.
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.
We explore the volatility/time horizon connection that can be critical to constructing downside-risk strategies.
Learn how Target Outcome Investments are designed to deliver specific outcomes with a high degree of certainty.
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.
