Late in 2024 the CFTC updated the qualifications of a QEP. These updated qualifications go into affect March 26th, 2025. Please see below updated QEP (4.7 requirements): The CFTC allows CTA’s the ability to file for exemption 4.7, however it limits their offering to QEP’s only. The CFTC qualifies…
The short answer to the question posed in the title of this blog post is: “all types of investors.” The types of investors utilizing managed futures ranges from small retail investors, to some of the world’s largest pension funds and institutions. Since aiSource’s expertise is discovering managers during their emerging…
A common question that comes up when we deploy a multi-CTA portfolio for a new client is whether or not profits (and losses) made from a CTA investment are automatically re-invested into the initial nominal account size. While this question has a simple “yes” or “no” response, it can also…
Micro E-mini futures contracts were launched by the CME group on May 6th, 2019 with the intent to offer speculators and hedgers the ability to better scale their positions. The micro e-mini contracts are a 1/10th of the size of the e-mini contract and are offered in all the financial…