IPS Hedging Consultants

IPS HEDGING CONSULTANTS

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With over 35 years of experience in the industry, IPS works with advisors to understand their goals and risk tolerances and develop hedging strategies to address their specific needs. As there is no one-size-fits-all strategy to help clients and advisors manage risk and grow wealth while protecting against the downside, IPS offers complimentary portfolio consulting. With IPS’ expertise in the use of options to protect wealth, we can help you and your clients find optimal solutions.
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When conducting portfolio reviews, Dominick is assisted by an impressive team led by Head Trader Patrick Hennessy and Quant Analyst Mahdi Mahjoub. Patrick, who is a Chartered Market Technician, heads the IPS trading team and utilizes his deep understanding of both options and financial markets in analyzing and mitigating risk. Mahdi, who has a Master of Finance and a B.S. in Mechanical Engineering, supports Dominick and Pat’s work by performing detailed regression analyses of various hedging strategies applied to specific portfolios.

Please contact us if you would like us to conduct a complimentary risk analysis of your portfolio
and make preliminary recommendations of how we can add optionality to reduce your risk.

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IPS TRACK RECORD & SUITE OF HEDGING SOLUTIONS

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Before starting the current IPS suite of hedging programs, Dominick ran a target risk GIPS SMA. Although the results were impressive, Dominick still was not satisfied given the inherent limitations presented by Modern Portfolio Theory. As his approach evolved, he found that the most effective way to manage risk was to define it through the mathematical certainty provided by options.

Traditional diversification can fail when stock and bond markets collapse simultaneously. The suite of IPS hedging solutions that Dominick and his team have developed protect against this scenario.

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The centerpiece of IPS’ hedging programs, the Absolute Return Strategy has consistently shown superior risk-adjusted returns and is designed to always capture a significant percentage of market gains while always protecting against the downside. It shows how IPS is able to utilize options to achieve an asymmetric return profile, which is extremely powerful over time.

A long volatility strategy which is available as a mutual fund (IPSAX), the ARS is an excellent portfolio diversifier and is 100% rules-based, avoiding the pitfalls of attempting to predict or time the market.

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IPS Defined Outcome Investments are innovative investment products which allow clients to achieve significant exposure to an asset class while mitigating much of the downside risk associated with that exposure. By using only exchange traded products we are able to ensure liquidity and flexibility in these short-term vehicles, which can be customized for specific goals and risk profiles. Low cost and historically extremely reliable, Defined Outcome Investments are powerful options for reducing and defining risk while adding excellent diversification to a portfolio.

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The IPS Bear Strategy is designed as an overlay on top of a portfolio which, based on detailed regression analysis, has shown to deliver a downside Beta of -1.74 and an upside Beta of -0.30. This means that on average, when the market is down -10%, the overlay will be up +17%, and when the market is up 10%, the strategy will be down -3%.

This rules-based overlay is designed to deliver structural alpha when added to a portfolio framework.

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With the average 1 year CD paying less than one percent and bonds paying zero, how can interest be generated in a very conservative strategy that provides liquidity? Using dividends as an income generator has been a tried and true way to grow wealth since the turn of the 20th century.

The IPS Income Strategies use this concept of owning dividends with IPS Strategic Capital’s expertise in hedging market volatility.

If you can own a basket of dividend stocks, which would eliminate the risk of anyone company cutting their dividend and at the same own downside protection on the portfolio at no cost, that would give you a defined income without the worry of a market crash.
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The search for a dependable, low-cost portfolio tail protection or hedge from exogenous events such as the 1987 crash, 2008 credit crisis, 2011 European crisis, and the Covid-19 crisis is imperative in an environment where zero interest rate environments make bonds ineffective as a hedge.

The IPS Volatility Hedge is designed to define the cost of a hedge and has proven to be extremely effective in market crashes. The graph below shows how a de minimus allocation to the IPS Volatility Hedge in a 100% long portfolio would have resulted in a total portfolio value return of over 14% at the March 2020 bottom.
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The commodity industry hedging solutions take commodity hedging to the next level from the basic hedges of swaps and collars, to heading solutions that protect the downside but don’t cap the upside for a very small carry cost. The IPS hedging strategies are portable across many industries and financial markets. The commodity markets and IPS hedging solutions are a great marriage to enhance the hedges that commodity producers and users use to manage risk.
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We offer a better solution and believe that our ability to hedge without relying upon bonds and protect against the downside with an ESG hedge makes us unique in the marketplace. IPS Strategic Capital strongly believes in the value and upside potential of ESG investing, and we are excited to do so with a defined downside hedge that is also 100% green.
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Let us analyze your portfolio and help identify optimal solutions for hedging your risk.

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Disclaimer
The information on this website should not be misconstrued as an offer to buy or sell, or a solicitation to buy or sell securities. Any historical, non-hypothetical performance contained within this website is representative of net-of-fees performance. 2011 ARS performance represents a non-fee paying account and 2011 returns are gross of fees. The past performance of any investment(s) does not necessarily indicate the future performance of any investment(s). No client, current or prospective, should assume the future performance of their investments will be profitable based on historical performance. Any backtest charts and data presented are purely hypothetical and do not represent the performance of accounts managed by IPS Strategic Capital. The results were obtained by applying a rules-based investment process to historical data. Hypothetical performance is not indicative of the performance of investment returns in the future. The results shown here are strictly for informational and educational purposes. All investments have the potential for profit and the potential risk of loss. Changes in investment strategies, contributions, or withdrawals may cause the performance results of one’s portfolio to differ materially from the reported composite performance. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s portfolio. One should always consult an investment advisor before making any investment decisions.

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