Reviewing the manager’s product mix, track record, trading strategy, and matching them to your level of risk, and overall objectives are vital in creating the proper portfolio.
Working directly with you, Systra Asset Management representatives review your existing portfolio and discuss your goals. We then select managed futures programs and develop a diversified portfolio that fit your unique profile.
We’ve provided a number of resources below to educate you on the potential benefits of managed futures.
NOTE: Trading futures and options involves the risk of loss. You should consider carefully whether futures or options are appropriate to your financial situation. By clicking on the information below, viewer understands there is risk. The use of managed futures in a portfolio does not mean that an investor will be profitable or will not experience any losses or volatility. CTA indices have their limitations as they are only a report of CTAs who submit their performance. They are only to be used as an informational guide and an investor cannot invest in the actual index.
Managed futures are a way to add futures and commodities investments to your portfolio managed by a professional, money managers known as Commodity Trading Advisors (CTAs).
CTAs manage client assets on a discretionary basis using global futures markets as an investment medium and are regulated in the United States by the National Futures Association (NFA) and Commodity Futures Trading Commission (CFTC).
Investment management professionals, institutional investors such as corporate and public pension funds, endowments and trusts and banks, and now individual investors have all made managed futures part of a well-diversified portfolio.
Managed futures have become popular among every type of investor for several reasons: