Portfolio insurance (aka hedging) is often described via the use of options or futures to protect against market crashes. This is equivalent to "sandbagging" once the river has already flooded. In other words, IT IS TOO LATE.
At PTT, we believe portfolio protection is just as important as asset appreciation. Just like other types of insurance, protection is unique to the portfolio and the situation. The OptiHedge Solution identifies specific de-risking factors for each portfolio (as identified by the investor) and then uses factor analysis combined with simulations to determine optimal de-risking strategies.
The OptiHedge Solution is adviser-assisted technology. The goal is to help advisers and portfolio managers utilize a variety of potential de-risking strategies inclusive of options, futures, inverse ETFs, liquid alternatives, and reduced-correlation assets. The OptiHedge Solution plans and manages protection through the life of a portfolio.