The Four-Step Managed Futures Investment Process

Investors follow the following four steps in investing in managed futures: (1) Due-diligence. (2) Portfolio Construction. (3) Allocation of Hypothetical Capital. (4) Commitment of Real Capital.
1

Step 1

Risk-return Analysis
and Due-diligence

2

Step 2

Portfolio Construction

3

Step 3

Allocation of Hypothetical Capital

4

Step 4

Commitment of Real Capital

Step 1 – Using CTA database, we sort and filter CTA programs that fit risk-return profiles of our customers, and then study enhanced due-diligence reports to further filter and reserve invest-worthy CTA programs.

Step 2 – Once list of invest-worthy CTA programs is secured, a tailor made portfolio of CTA programs is constructed with appropriate weights.

Step 3 – Using the CTA database, we simulate proposed portfolio by allocating hypothetical capital for each favorite CTA program and simulate past and ongoing performance.

Step 4 – If our customers decide that proposed portfolio may fulfill their return expectations and fit their risk profile, they sign CTA risk disclosure documents, open and fund accounts.

>> Explore CTA Database   |   >> Open Account

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Trading futures, options on futures, retail off-exchange foreign currency transactions (“Forex”), are complex and carry a risk of substantial losses. Investing in managed futures and other alternative investments are not less risky either as past performance is not necessarily indicative of future results. You should therefore not rely on any of the information herein as a substitute for the exercise of your own skill and judgment in making such a decision on the appropriateness of such investments. Please consult with a Managed Futures specialists prior to investing.
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