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Alternative Market Briefing

Advisors to increase allocation to Managed Futures in 2017

Tuesday, December 20, 2016

Matthias Knab, Opalesque:

Advisors consider managed futures a critical component of client portfolios, according to an advisor survey commissioned by Altegris Advisors, a premier provider of alternative investments.

Findings of the Altegris Managed Futures Survey, conducted at InvestmentNews' Alternative Investments Conference in November 2016, revealed that almost half of advisors surveyed (46 percent) currently use managed futures in their client accounts, and more than two in five advisors surveyed (41 percent) plan to increase their current allocation to managed futures in 2017. One fourth of respondents (25 percent) indicated they use managed futures primarily to diversify traditional equity and fixed income strategies. Further, nearly one-third of respondents (31 percent) think managed futures should make up more than five percent of a client's investment portfolio.

The Altegris Managed Futures Survey marks the five-year anniversary of the Altegris Futures Evolution Fund, which seeks to achieve long-term capital appreciation by accessing returns from a group of leading investment managers in futures and fixed income, including Winton Capital Management, ISAM and DoubleLine Capital. Upon reaching this milestone, the Fund maintained a five-star overall rating by Morningstar for its I share class, as of October 31, 2016.

"Amid heightened volatility in currencies, commodities and interest rates, the findings from the Altegris Managed Futures Survey......................

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