Vest, the financial innovator behind the first Buffer Fund and a pioneer in defined outcome investing, has launched Synthetic Borrow™, a new digital platform that reimagines portfolio-based financing through listed derivatives. Designed for financial advisors and their clients, Synthetic Borrow™ enables fixed-term, institutional-grade borrowing without banks, credit checks, or forced securities sales. “Options- and derivatives-based strategies have transformed investing, giving advisors access to target-income and target-outcome tools that were unimaginable a few years ago,” said Jeff Chang, President and Co-Founder of Vest.
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“With Synthetic Borrow™, we’re taking the next step—redefining how advisors approach liquidity planning.” Targeting the $138 billion portfolio financing market, the platform allows advisors to onboard clients digitally, view indicative borrowing rates within seconds, and lock in fixed, market-based rates—eliminating floating-rate uncertainty while keeping portfolios fully invested. Karan Sood, CEO and Co-Founder of Vest, added, “We rebuilt portfolio financing from the ground up by utilizing implied financing available in the listed derivatives markets and delivering it for easy access through a tech-enabled platform. In our view, portfolio financing should have been this efficient all along.”
