Vest is changing the way you invest. Our Target Outcome Investments® seek to buffer losses, enhance returns, manage risk or provide current income
McLean, Virginia
Joined October 2014
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Vest retweeted
U.S. structured note sales neared $200 billion last year, more than 60% of it in autocallables. Vest Financial's Jeff Chang on why advisors should judge autocallable ETFs like insurance underwriters, not yield chasers.
poweradvice.com/etfs/autocal…
What does it actually take to build at the edge of markets and technology?
Our CEO @soodk published his answer.
Read it: vestfin.com/field-notes/post…
#DefinedOutcomeInvesting #ETFs
Vest retweeted
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.
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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 retweeted
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).
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:
vestfin.com/blog/posts/the-g…
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: vestfin.com/blog/posts/the-g…
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®:
vestfin.com/blog/posts/the-g…
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
ALT Learn how to hedge portfolios from rising rates with Karan Sood, Cboe Vest CEO.
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: businesswire.com/news/home/2…
#TargetOutcome #income #BufferETFs
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
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
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
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. wsj.com/articles/stocks-and-…
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
ALT Is Gold the new bond? -- Gold tends to outperform bonds when equities decline -- Gold tends to outperform bonds through major macroeconomic equity declines -- Gold has historically risen during inflationary periods -- Gold has historically performed positively, even during periods of falling inflation expectations
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
The traditional #retirement glidepath is obsolete. See how the addition of buffer strategies to bond/stock allocations may potentially deliver better risk-adjusted returns: cboevest.com/reengineering-r…
#targetdatefunds #bufferfunds #retirementplanning
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: eqderivatives.com/commentary…
Learn about Cboe Vest's Buffer strategy: cboevest.com/buffer-strategy…
"No one understands the volatility of the cryptocurrency markets quite like @soodk," said @davisonthebeat of @capitalcom: capital.com/who-should-you-l…
#bitcoin #btc #crypto #volatility #cryptocurrency
Hear what @soodk said to @CoinDesk's @NJChrisRobbins about the challenges advisors face in adding #crypto to portfolios coindesk.com/markets/2022/01…
Visit cboevest.com/bitcoin to learn more. The fund does not invest directly in #bitcoin.
#btc #cryptocurrency #BTCVX
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: capital.com/crypto-investmen… #bitcoin #btc #cryptocurrency
.@soodk spoke with @Benzinga's @renatolcapelj about what equity and #cryptocurrency #volatility mean for portfolios. Read article: benzinga.com/markets/cryptoc…
#Bitcoin #crypto #btc #bitcoinfunds #bufferfunds #bufferETFs