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News and Information

Overlay Applications for Treasury and Interest Rate Swap FuturesOn May 14th Tom Lee,  Senior Portfolio Manager and Principal of The Clifton Group, presented in a CME Group-sponsored webinar on the application of Treasury and Swap Futures contracts within institutional portfolios.  Specific topics included: Rebalancing Portfolio Exposures, Portable Alpha Strategies, Liability Driven Investment (LDI), and Swap Spread Exposure Management.  Please click here to access a replay of this webinar.


Following the recent market turmoil and subsequent deterioration of global liquidity, The Clifton Group would like to share three key ways in which a policy overlay program may improve a fund’s risk controls, expected return, and overall flexibility.  Please click here to read more. 


Shortfalls of Traditional Financial Risk Models: Read Clifton's latest white paper on the inadequacies of conventional risk models.


Important information regarding futures:  Clifton has received numerous inquires regarding the security of exchange traded derivatives given current market volatility.  Please click the link above for an explanation of Exchange Traded Contract Safeguards.


Read Maintaining Beta in Portable Alpha Mandates during the Credit Crisis to evaluate alternative approaches to maintaining synthetic market exposures during counterparty credit events.


View our Option Overlay Matrices for the latest data on options premium pricing.


 
Welcome to The Clifton Group

The Clifton Group is a service provider and registered investment advisor that has been delivering customized investment solutions to institutional investors for over 35 years.  We specialize in improving efficiency and returns while reducing performance risk through low-cost, derivative-based investment applications.  


Our Firm   Our Team   Our Solutions

Deeply focused front, middle, and back office dedicated to meet our clients' needs.  Clifton has developed resources to compile, trade, and report synthetic positions and how they effect the overall portfolio. 

Clifton's nimble and client-focused culture provides truly customized solutions for institutional investors of all types.

 

The Principals have a combined tenure at Clifton of over 90 years,  and have assembled a talented group of investment professionals, IT staff, accounting, and others who are focused on helping our clients achieve their goals.

Clifton is a recognized leader in derivative-based investment solutions for the institutional investment community.

 

We believe that the prudent use of futures, swaps, and options can both enhance investment returns and control risk.  Our investment strategies embody three common themes: return enhancement, risk management, and efficiency.

Our products fall into three main categories: Overlay Solutions,   Options-Based Solutions, and Enhanced Indexing Strategies.











 


3600 Minnesota Drive, Suite 325 Edina, MN 55435
800-328-5009
612-870-8800
Past Performance is not indicative of future results.  There is a risk of loss.  The information provided is general information and does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.  We encourage you to consult with your legal and tax advisors regarding possible legal and tax issues.



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