Baron Point has extensive knowledge applying the internationally patented The Standard & Poor's Diversified Trends Indicator ("S&P DTI®") to institutional portfolios.

The Standard & Poor's Diversified Trends Indicator ("S&P DTI") is an innovative, first generation, approach to enhancing return while having the potential to maintain a low risk profile and hedge long-term portfolio risk.

This index has since evolved into its second generation known as Trader Vic Index ("TVI"). The TVI offers the same independent calculation performed by Standard & Poor's, a division of The McGraw-Hill Companies, Inc. and it allows investors easy access to both rising and falling price trends in a innovative, multi asset transparent Index.

Both the S&P DTI® and the TVI were created by Victor H. Sperandeo, and these indices can be structured by an internationally recognized financial institution and require no significant alteration of the existing portfolio, while offering institutional investors access to a non-correlated synthetic asset class and return stream adding alpha and diversification to existing bond portfolios.

As an example of these indices application, institutional investors now have the potential to create a portfolio with the following characteristics:

• An index prevailing in the financial markets. The S&P DTI® and TVI are independently calculated by Standard & Poor's, a division of The McGraw-Hill Companies, Inc. ("S&P").
• Potentially Higher Incremental Returns: A portfolio enhanced via these indices may have higher absolute return potential over a wide range of different market conditions. This is because of the balance afforded by an essentially independently correlated instrument, backed up by data published by S&P.
• Potentially Improves or helps the Portfolio Maintain a Low Risk Profile: based approach utilizing the S&P DTI® or the TVI, because of the historical independent correlation with other asset classes, may have exceptional potential to hedge risk. According to data published by S&P in a white paper, an overlay would have reduced both the number and the size of losses when overlaid on all major asset classes, be it stocks, bonds, or real estate portfolios over any rolling twelve month period, measured using the broad market measures of the S&P 500, Russell 2000, Barclays Aggregate Bond Index, and the Dow Jones Wilshire REIT.
• Potential Inflation Protection: Both the S&P DTI® and the TVI show a significant degree of correlation with inflation. Thus combining a proper S&P DTI® or TVI structure may result in a significant hedge against the typical erosion of value and purchasing power that may occur to your asset base in an inflationary environment. Conversely, using these indices may enhance returns — and because both the S&P DTI and TVI indices position on both sides of the market, additive returns may result in not only inflationary, but also in deflationary periods.