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CTA Research

Experience and extensive due diligence allows aiSource to avoid common pitfalls when selecting managed futures programs.

1.) Preliminary Due Diligence

aiSource continuously seeks new alternative investment opportunities—a process that requires filtering through numerous CTAs each year—in order to identify managed futures programs we feel merit a full due diligence.

2.) Investment Strategy Analysis

Next, we perform a comprehensive vetting process in which we measure the commodity trading advisor's performance on a risk-to-reward basis (and not an absolute basis), in order to compare that CTA to the entire CTA universe, and other CTAs in their respective niche or sector.

3.) Operations Analysis

After a new program passes these fist two evaluations, an assessment is made on the program's inner-workings. Analyzing a CTA's operations requires due diligence to be completed on managerial, infrastructural and compliance levels. A CTA's operational competency is oftentimes more important than the robustness of their investment strategy.

aiSource's CTA Research Process

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Past performance is not necessarily indicative of future results. Trading commodity futures, options, and foreign exchange ("forex") involves substantial risk of loss and is not suitable for all investors. In no way is the advisor of the month a direct recommendation of aiSource or any of its affiliates. Please carefully review the disclosure documents and any other promotional material prior to investing with any program. Managed accounts and/or managed futures are very risky and may not be suitable for all investors. Please consult with a Managed Futures specialists prior to investing.