It’s no secret every industry has a set of terms or words that are only familiar to people within that specific industry. Managed futures might be more complex than most industries. The purpose of this piece is to help investors or new members to the industry understand just exactly what…

Most of our clients’ CTA investment portfolios are setup via a separately managed account structure where they setup one master/cash account that feeds into each of their CTA sub-accounts. The benefit of setting up a master and sub-account structure allows an investor to “cross margin” their cash account with each…

Over the years, we can’t count the number of times we have had to explain the difference between a separately managed account (SMA) and a fund structure. Until this day, many investors may still not completely understand the differences between the two. Given much of the confusion and misunderstanding, we…

The team of advisors at aiSource speaks with many different types of investors each day. From individual investors to larger fund of fund clients, we see similar mistakes being made which forces investors out of the managed futures space and back into traditional assets. Below are three common mistakes we…