IPS Strategic Capital places great importance on education and sharing our knowledge.  Below are a selection of white papers we find particularly informative, including some by our CIO and founder, Dominick Paoloni.  In addition to these white papers, educational videos and articles relating to financial risk management and hedging using options are available in our educational resources section.

A Study in Portfolio Diversification Using VIX Options

By: Dominick Paoloni, CIMA®

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.

Low Cost Hedging Strategies in a Volatile Market

By: Dominick Paoloni, CIMA®

Dominick Paoloni discusses hedging strategies that can be put on at a low cost to the portfolio. Read the article here.

Loosening Your Collar: Alternative Implementations of QQQ Collars

By: Edward Szado, CFA and Thomas Schneeweis, September 2009