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Portfolio Management

Identify CTAs

Identify CTAs

Through our research, we identify CTAs to add to our pool of approved managers.  Based on an investor's risk-to-reward appetite, we select a preliminary group of managers from our pool that we consider to be a good fit for the investor.  


 

Portfolio Construction

Using the preliminary list of managers from the identification process, we run analyses on many different combinations of those managers in an attempt to determine, which combination provides the best opportunity to create alpha, while proving to be a viable long-term investment solution.

Managed Futures Portfolio Lifecycle
In an attempt to create a highly diversified portfolio, selecting managers with varying backgrounds, trading methodologies, and markets traded are a big focus of the investment team.



Ongoing Assessement

After a portfolio is constructed and an investment is made, we closely monitor each client's portfolio to ensure that each CTA's trades are consistent with their outlined trading strategy and risk profile.  Assessments of each client portfolio are done daily, while also providing the client with the same capability.




Modifications

aiSource continually searches the universe of alternative investment strategies and managers to identify new opportunities for our clients.  Each portfolio we offer to our client is continuously vetted  to insure that all the CTAs included in the portfolio remain a viable investment option for our clients. Abnormal returns, changing markets, and unforeseen events may call for the removal and substitution of a particular CTA. 

 


CTA DATABASE

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aiTRACKER

A simple way to monitor your CTA portfolio without the hassle of looking at FCM statements.

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.