Alternative Investment Articles
Related to Shield Plus Strategies
Energy Risk Management
 Are rising energy costs squeezing your institution's budget?
Energy prices and volatility have skyrocketed since 2000. Institutional clients, such as universities, colleges, charitable organizations, non-profits and corporations, can capitalize on this energy price volatility and limit their energy expenses by using Shield Plus' energy risk management, Shield Plus Dynamic Cap. To gain a better understanding of managing your institution’s energy costs, contact our Portfolio Management Team.
Alternative Energy & Inflation Fund
 Is rising inflation impacting your investment strategy?
Sophisticated investors are realizing that they can no longer rely on just traditional assets to cover the expense of rising inflation. Shield Plus' Alternative Energy & Inflation Fund’s market-neutral and net long volatility approach creates the opportunity (not the guarantee) to capture gains regardless of market direction in energy and inflation-related markets. Is it time to review your investment strategies? Contact Shield Plus to move assets into energy and raw material markets.
Escalator Funds
Do you need alternative investment funds that perform and protect your principal?
Increased stock market volatility and extremely low interest rates can create a dilemma for conservative investors who are trying to keep pace with inflation. The Shield Plus 90 Escalator provides an inflation hedge and absolute floor where 90% of principal is protected.
Which "green" alternative investment strategies will prove the test of time?
Some “green” stock valuations have outpaced the rise in energy prices. If crude oil prices would spill, what will happen to “green” stock valuations? Which green investments should you invest in? Shield Plus will launch the “Go Green” Escalator fund in 2008. This alternative investment fund will protect 70% of investor principal and capitalize on volatility using our proprietary market-neutral and net long volatility investment approach. If you are interested in learning more about our "Go Green" Escalator Fund, please contact Shield Plus.
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