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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

 

Protection Plus

Strategies utilizing options contracts to hedge asset and/or liability exposure from adverse market movements or to enhance portfolio yield.  Emphasis is placed on client downside protection and upside capture objectives.

Program is tailored to meet client's specific needs and is adaptable to both changing market conditions and client preferences.  Comprehensive, tailored reports and reviews are regularly conducted to ensure strategy objectives are being achieved.

Protection Plus benefits include:

      • Specific risk management and return requirements are addressed
      • Non-disruptive to underlying plan strucutre
      • Cost efficiency
      • Eliminates requirement of precise market timing
      • Fits well with limited horizon risk control
      • Tax efficient (for taxable client portfolios)

View the latest Option Overlay Matrices for updated call and put premium pricing

 


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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