Field Notes
Essays on markets, product design, and building at the edge of finance and technology
By Founder & CEO, Karan Sood
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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.