The Clifton Group

“Shifting the Investment Paradigm” article was published in Investments & Wealth Monitor, Nov/Dec 2011 edition - View the article written by Senior Portfolio Manager, Tom Lee, CFA

Tom Lee, CFA, Senior Portfolio Manager & Principal at Clifton was quoted in an article in Nonprofit News. Read more in the article: Hybrid Equity Strategies Generating Interest As Institutions Look To Increase Downside Protection

Clifton's response to the downgrade of U.S. sovereign debt

“The Benefits of Rebalancing in High-Volatility Environments” article was published in The Journal of Index Investing, Summer 2011 edition - View the article written by Portfolio Manager, Alex Zweber, CFA

The Clifton Group Names Andrew Spellar Portfolio Manager of Risk Parity Strategies - Read more in the Press Release

PIOS^®

Clifton's Policy Implementation Overlay Service is a comprehensive, tailored, overlay solution which seeks to provide institutional investors a low cost instrument for managing risk and enhancing expected return while seamlessly integrating into a fund’s existing framework.

Offered to clients since 1986, PIOS^® is the focus of The Clifton Group's business development efforts.

Clifton's PIOS^® program seeks:

Increased expected portfolio returns, liquidity, and flexibility
Enhanced risk control during transitions and reallocations
Comprehensive daily monitoring of fund exposures
Reduced performance risk relative to policy benchmark

PIOS^® Strategy Components and Benefits

Securitize Liquidity Needs	Elimination of fund-level cash drag and Improved Liquidity
Securitize Residual Manager Cash	Elimination of manager-level cash drag, monitored and updated daily as necessary
Manage Transition Market Exposure	Maintenance of market exposure during transition periods
Exposure Maintenance	Efficient portfolio rebalancing and exposure adjustments to enhance performance
Alpha Transport	Maintain desired policy beta exposure over designated alpha managers
LDI / Duration Modification	Improved asset-liability duration matching

For additional information on PIOS^© or any of our other products and services, please contact us at info@thecliftongroup.com

3600 Minnesota Drive, Suite 325 Minneapolis, 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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