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News and Information
Jay Strohmaier, CFA, Senior Portfolio Manager, presented at the annual Utility Pension Fund Study Group Conference (UPFSG) on April 26th in Scottsdale, AZ. Mr. Strohmaier discussed the management of beta exposure within Portable Alpha strategies, as well as the concept of a Centralized Exposure Management program for institutional investors.
Clifton’s Chief Investment Officer, Jack Hansen, CFA, presented at the 26th Annual Risk Management Conference, sponsored by the Chicago Board Options Exchange, March 7th through 9th, 2010. Mr. Hansen participated in a panel discussion on the fundamentals of employing options within institutional portfolios. Topics discussed include: Introduction to the VIX Index, VIX futures and options; Options-related strategies; and Practical implementation issues. Contact us if you would like to obtain a copy of materials following the conference or have interest in discussing risk management through options-based strategies.
Thomas Lee, CFA, Senior Portfolio Manager and Principal, presented at the Societe Generale Pensions & Endowments Conference, held Tuesday, January 26th at the Le Parker Meridien hotel in New York. Mr. Lee participated in a panel discussion on the implementation of risk management strategies.
Clifton recently added indicative pricing for 10yr Swaptions (options on a 10yr swap) to the Option Overlay Matrix page. Swaptions are typically utilized in interest rate hedging (inflation/deflation) and duration extension applications. Like the equity option matrices, swaption pricing will be updated each Monday. View the Option Overlay Matrices for the latest premium pricing data.
Implementing Tail Risk Strategies: Read Clifton's latest white paper which discusses how "tail risk" strategies are defined and a framework for implementing these transactions in a manner that provides the greatest likelihood of achieving an investor's objectives. Please click here to read a copy.
| 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 38 years. The firm specializes in improving efficiency and returns while reducing performance risk through low-cost, derivative-based investment applications.
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Our Team |
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Our Solutions |
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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.
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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.
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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.
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