Investing in Managed Futures

Managed Futures is for investors seeking sophisticated methods of portfolio diversification through asset management by commodity trading advisors (CTAs). Managed Futures is a growing asset class, and we believe it merits an allocation in many portfolios. Potential benefits, such as non-correlation, portfolio diversification, liquidity and transparency are reasons you may want to consider including managed futures as part of your investment portfolio.

What are Managed Futures?

CME Group answers this question and offers 10 Reasons to Allocate to Managed Futures.

Passive Participation

Participate in the futures markets without the time commitment of a self-directed or broker-assisted account.

Performance Transparency

Monitor performance with unlimited live access to account activity at the account, individual trader, and portfolio levels.

CTA Selection

With access to a database of more than 170 CTAs, match up with the products that are most appropriate for you based on your investing profile and preferences.

Liquidity

Make time-sensitive account changes with precision. With very few exceptions, the CTA database offers products providing daily liquidity.

Portfolio Diversification

The non-correlated exposure to managed futures tends to enhance the risk adjusted performance of a typical client’s more traditional, security-oriented portfolio. Managed futures clients gain access to a wide, often international, array of markets not normally accessible in a traditional portfolio. This diversification can provide respite in crisis periods.

Costs

Our goal is to create long-term, mutually beneficial relationships with our clients. Success in our goal is dependent upon structuring costs in such a way as to benefit all parties involved. To learn more, request a consultation using the button below.