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Changing the Investment Perspective: A Case for Target Outcome Investing

Aug 16, 2017

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Strategies

Target Buffer® Target Growth Target Income Target Financing™

Products

ETFs

Target Buffer® Target Income Target Growth

UITs

Target Outcome® Target Income

Mutual Funds

Target 10% Buffer Target 20% Buffer Target Income Target Bitcoin Volatility

Financing

Synthetic Borrow®

Retirement Funds

Retirement Solutions Target 10% Buffer Target 20% Buffer Target Conservative 20 Buffer Target Moderate 40 Buffer

Closed-end Funds

Hedged Equity Income Target Return Income

Tools

Target Buffer® Strategy Caps Target Buffer® Strategy Intraperiod Pricing Tool Target Buffer® Strategy Scenario Analyzer

Company

Our Firm Insights Field Notes Stories Careers

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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.

Target outcome strategies seek to provide return attribute characteristics that are distinct from traditional strategies. There is no guarantee that the outcomes for an outcome period will be realized or that the strategy will achieve its investment objective.

Derivative Securities Risk. Certain of Vest’s strategies involve investment in derivative securities. These financial instruments derive their performance from the performance of an underlying asset or index and can be volatile. A strategy could experience a loss if derivatives do not perform as anticipated, or are not correlated with the performance of other investments which are used to hedge, or if the strategy is unable to liquidate a position because of an illiquid secondary market.

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FLEX Options Risk. Certain of Vest’s strategies bear the risk that the Options Clearing Corporation (OCC) will be unable or unwilling to perform its obligations under the FLEX Options contracts. Additionally, FLEX Options may be less liquid. Furthermore, the values of Flex Options do not increase or decrease at the same rate as the reference asset, or their underlying securities.

Changing the Investment Perspective: A Case for Target Outcome Investing

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