IPS Strategic Capital published a white paper on a systematic approach to low cost tail risk hedging through the use of VIX options. This white paper was featured in the Journal of Investment Consulting magazine, Vol. 17, No. 1, 2016. Click here to read the paper.
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By: Daniel O’Leary of EQDerivatives U.S.-based registered financial advisors are becoming more sophisticated with their use of options as hedging strategies, presenting an avenue of potential growth for brokers, financial boutiques and custodians. Read the full article here.
Asset allocators and portfolio managers (PM) have had many sleepless nights in 2015 with the global markets being very volatile. The S&P 500 has been essentially flat for 2015, the bond markets have been under press anticipating a rising interest rate environment, commodities have been under strong downward pressure and Europe is teetering on recession. […]
By: Lori Pizzani from Structured Retail Products.com Dominick Paoloni started his career in the early 1980s as many others have in the financial services industry – working at, then running, a broker-dealer firm. But he says that he subsequently realized the fallacy of the broker-dealer model, and after starting to find good investment managers, evaluating alpha […]
By: Yakob Peterseil from Structured Products Magazine Like someone who believes that what he is saying should be plainly obvious to all, Dominick Paoloni rattles off the shortcomings he sees with the structured products sold by Wall Street. These firms charge excessive fees, he says, have long tenors and point-to-point payouts, and expose investors to […]
By: Libby Dubick Dubick & Associates for OIC Advisor Publications “We just got audited,” said Dominick Paoloni, President of IPS Strategic Capital, in Denver, Colorado. “After determining that the vast majority of my clients were retirees, and that they were all in options-driven strategies, the auditor asked me if I thought it was prudent. “Options […]
By: Dominick Paoloni, CIMA® The popularity of structured investing is slowly moving its way through the financial community mainstream. Structured investing is a sophisticated technique that allows investors to reduce or eliminate the downside market risk, or leverage the returns, of the underlying asset class. By blending structured investments into a portfolio mix that […]
By: Dominick Paoloni, CIMA® Managing money is extremely difficult and ever changing. According to AARP, the two greatest concerns of their members are outliving their income and not having enough savings to retire. During the last twelve years the capital markets have exacerbated this problem with volatile stock markets and crashing real estate values. Good […]
By: Dominick Paoloni, CIMA Over the years I have written many articles on the good, the bad, and the ugly of annuities. As I always point out, there are many different kinds of annuities and the terms can vary widely depending on the individual contract. In the mid-1990’s IPS Strategic Capital was one of the […]