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News and Information 


“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

 
Products & Services

Comprehensive, Tailored Overlay Service

PIOS®
Clifton's Policy Implementation Overlay Service is a comprehensive synthetic index overlay program that seeks to enhance returns, reduce performance risk, and improve information flow through six distinct strategy components that work separately or in concert with one another. PIOS® is an outsourced solution which neither disrupts the underlying managers nor creates leverage.

Options-Based Overlay Strategies

Protection Plus
An options-based approach that can be used to hedge assets and liabilities from adverse market movements and/or to enhance portfolio yield.

Enhanced Index Management

Enhanced Equity Management
Investment vehicle utilizing a strategy of combining high grade cash management and equity futures, designed to consistently outperform the S&P 500 Index by 50-100 basis points annually while maintaining return variability that is no greater than the S&P 500 Index.


Enhanced Core Fixed Income Management
Investment vehicle utilizing a strategy of combining high grade short duration fixed income and fixed income futures, designed to consistently outperform the Lehman Brothers Aggregate Index by 50-100 basis points annually and to rank in the top quartile of the core fixed income manager universe.

 


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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