Managed Futures Portfolio
According to the CME Managed Futures Group, traditional stock and bond portfolios might be improved with the addition of managed futures, let us help.*
Whether you are looking to diversify your trading, or your portfolio, managed futures might be appropriate.
Due to the benefits of diversification and the ability to easily spread exposure across several asset classes, growth in managed futures products has skyrocketed. In 202, it was estimated that more than $50 billion was under management by CTAs, by the end of 2014 that number had grown to more than $330 billion (Source BarclayHedge).
In general, when referring to managed futures we are speaking of Commodity Trading Advisors (CTAs) registered as such with the NFA (National Futures Association). These are programs that are regulated, and face strict rules dictating the methods of reporting performance to the public. Of course, you shouldn’t confuse being registered and regulated as being vetted, successful, or a safe investment.
When it comes to analyzing Commodity Trading Advisor performance figures, there is more than meets the eye. In some cases, performance figures are calculated on higher than typical transaction costs causing reported figures to be lower than reasonable expectations, and in other instances performance might seem better than reasonable expectations due to random factors such as untypically favorable market conditions, etc. Thus, don't judge a book by it's cover. Let us help you to find the best fit for you!
Note: Futures trading is speculative in nature and involves substantial risk of loss. Past performance is not necessarily indicative of future results. Adding managed futures to a portfolio may not result in higher returns nor reduced volatility for each investor, it depends on the CTA that is selected.
Let us help you construct a managed futures investment that makes sense for your situation.
We've partnered with Rosenthal Collins Group to arrange for access to a Commodity Trading Advisor database powered by BarclayHedge. This enables us, and DeCarley brokerage clients, to "shop" for Commodity Trading Advisors that fit their needs, risk tolerance, and personality. Further, the database offers continual tools and information making it possible to construct CTA portfolios and analyze their performance and risk.
If you are interested in portolio diversification with commodities:
In addition to database access, we can provide the following services and tools to you at no additional cost to participating in the CTA programs:
1. Personal help from our team
2. Educate you on the nuances of investing in managed futures
3. Determine whether it is possible to use excess margin in your current trading account, to invest in managed futures
4. Assist you with the paperwork and process of opening Commodity Trading Advisor accounts
5. Ability to open an account through an IRA
6. Construct CTA portfolios
7. Information about CTA programs
8. Ongoing CTA information updates
9. CTA background descriptions
10. Use of notional funding
11. Access to CTAs that may not be on the databases
12. CTA margin- usual range
13. QEPs and 4.7 exempt restrictions
14. Non-QEP programs