Clifton, a Minneapolis-based division of Parametric, has been delivering customized investment solutions to investors since1972. Clifton delivers customized investment solutions that allow institutional investors to add, remove, or hedge global capital market exposures in an efficient, transparent and low-cost manner. The firm manages over $40 billion in assets for more than 200 clients whose underlying portfolios total nearly $400 billion. Clifton specializes in implementing derivatives-based overlay applications that are designed to improve fund sponsors’ efficiency and flexibility. By partnering with Clifton, clients expect to increase portfolio performance and enhanced risk management capabilities.
Risk management services have been Clifton’s focus for nearly 27 years. The strategy of risk mitigation through overlay management was developed by Clifton in 1986 in partnership with the firm’s first traditional overlay services client and their consultant. Today, traditional overlay management continues to serve as the cornerstone of Clifton’s business and from this base the firm has expanded to offer broader risk management strategies like Global Balanced Risk (customized Risk Parity solutions), Defensive Equity (low-volatility solution), and Equal Sector Commodities.