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aiCIO: The Many Tensions of Outsourcing

aiCIO - The Many Tensions of Outsourcing, November 9, 2014
Disclosure: Jack Hansen’s title is misstated in this article. Mr. Hansen’s title is CIO of Parametric-Minneapolis Investment Center.

The Clifton Group Becomes Parametric Clifton

We are pleased to inform you that The Clifton Group will officially change our name to Parametric Clifton on January 1, 2014. As previously communicated, The Clifton Group was acquired by Parametric Portfolio Associates, LLC on December 31, 2012. In order to create a more unified identity to Institutional Investors, we have made the decision to combine our name with Parametric’s and become Parametric Clifton.

It is important to note that this name change will not affect the management of portfolios or the overall relationship and client service you have come to expect from Clifton. No action is required on your part.

Please contact your representative at Parametric Clifton to further discuss any questions you may have. We extend our best wishes for a happy new year.

Thank you

 

aiCIO's Beta Equities Industry Innovation Award

aiCIO Announced the 2013 Asset Management/Servicing Award Winners and Clifton won in the Core Investments (Beta Equity) category - Read more in the aiCIO announcement

Parametric Balanced Risk Fund Launched

Parametric Portfolio Associates LLC (“Parametric”), a subsidiary of Eaton Vance Corp. (NYSE:EV), today announced the launch of Parametric Balanced Risk Fund (Class A: EAPBX, Class I: EIPBX), a mutual fund that seeks its objective of total return utilizing a risk parity strategy. To read the full article click the press release below.

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Clifton's "Understanding Risk Parity" Article Featured for the CME Group

A decade of challenging markets, particularly for equities, has led to growing investor interest around risk parity. In its simplest form, risk parity seeks to balance the contribution to total portfolio risk from each asset class that composes a diversified portfolio. A traditional 60% equity / 40% fixed income portfolio, which is the base of many investors' portfolios, is not diversified. Approximately 90% of the risk in this traditional portfolio is concentrated in equities, due to the fact that historically equities have been three times more volatile than fixed income securities. Risk parity seeks to avoid this concentration of risk through the construction of a more diverse, risk balanced portfolio. Visit the CME Group website to view the full article.

*Once you click for the P&I website link you will be leaving the Parametric Clifton website. “Parametric Clifton” has no further responsibility, liability for information once you have exited this website.

Clifton Published in Investment & Wealth Monitor

Clifton was published in the Investments & Wealth Monitor's publication for the July/August 2013 issue. To read the full article visit Investments & Wealth Monitor's website. http://www.imca.org/investment-current

*Once you click for the P&I website link you will be leaving the Parametric Clifton website. “Parametric Clifton” has no further responsibility, liability for information once you have exited this website.

P&I Webinar Discussing Risk Management With Tom Lee

This webinar explored how preparation and skepticism are essential risk management tools. It also explored how judgement is equally as important as numbers when measuring and managing risk; the crucial distinctions between risk mitigation and risk hedging and the upward trend in investors’ willingness to pursue risk. For more detail and to listen to the full webinar, register by visiting www.pionline.com/Riskwebinar.

*Once you click for the P&I website link you will be leaving the Parametric Clifton website. “Parametric Clifton” has no further responsibility, liability for information once you have exited this website.

Parametric Clifton    |    3600 Minnesota Drive, Suite 325, Minneapolis, MN 55435
(T) 612-870-8800       (F) 952-767-7701       (T)1-800-328-5009