Leverage Our Team to Help You Find Quality CTAs
In our view, the real value to working with the Altegris Clearing Solutions team comes through interaction with our people. Our managed futures analysts are in direct contact with the managed futures market participants every day, gathering data and keeping our finger on the pulse of the industry so that we can better advise our clients. Whether you are a seasoned institutional managed futures investor, an experienced individual investor, or even someone relatively new to managed futures, our team can help you truly understand the managed futures space, including the potential strengths and weaknesses of the individual CTAs and managed futures programs.
Working with You - Broker Assisted Managed Account Portfolio
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Understand How CTAs can Work with Your Existing Portfolio
Many managed futures programs have historically exhibited low or even negative correlation with equity indices in months when equity returns have been negative, and positively correlated when equity returns are positive.¹ Dr. John Lintner of Harvard University concluded that "[t]he combined portfolios of stocks after including judicious investments in managed futures accounts show substantially less risk, at every possible level of expected return, than portfolios of stocks (or stocks and bonds) alone."² The Altegris Clearing Solutions team can help you understand, for your specific portfolio, exactly what potential impact the addition of managed futures can have. Past performance is not necessarily indicative of future results. Correlations are subject to change. There is no guarantee that the addition of alternative investments to a portfolio will increase returns or avoid losses.
1. Burak Cerrahoglu and Dulari Panholi, "The Benefits of Managed Futures," Center
for International Securities and Derivatives Markets, March 2003.
2. Dr. John Lintner of Harvard University concluded that "The combined portfolios of stocks after including judicious investments in managed futures accounts show substantially less risk, at every possible level of expected return, than portfolios of stocks (or stocks and bonds) alone." (Dr John Lintner, "The Potential Role of Managed Futures Accounts in Portfolios of Stocks and Bonds," 1983.) Correlations will change over time. Not all alternative investments provide low correlation to traditional markets.