Opalesque Futures Briefing » Accounts http://www.opalesque.com/Futures_Briefing Futures Briefing Sun, 20 Nov 2016 23:09:55 +0000 http://wordpress.org/?v=2.7.1 en hourly 1 Are Alternative Mutual Funds eating from the CTA Pie? http://www.opalesque.com/Futures_Briefing/?p=12659 http://www.opalesque.com/Futures_Briefing/?p=12659#comments Mon, 09 May 2016 00:48:56 +0000 shailaja http://www.opalesque.com/Futures_Briefing/?p=12659 It seems like everywhere you look, you see a chart showing the upward AUM growth of liquid mutual funds, as well as the number of new funds. These charts left us with one main lingering question that we think is on the mind of many in the Managed Futures space. How big is the Liquid Mutual fund compared to the…

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Trend is your friend, say investors flocking to futures http://www.opalesque.com/Futures_Briefing/?p=11467 http://www.opalesque.com/Futures_Briefing/?p=11467#comments Mon, 04 May 2015 01:40:41 +0000 shailaja http://www.opalesque.com/Futures_Briefing/?p=11467 The trend, they say, is your friend. Following the crowd in financial markets has been a successful investment strategy over the long run, since asset classes that start to go up, continue going up more than they go down, and vice versa. That might be confounding to efficient market theorists, but it makes sense given investors’ propensity to chase performance…

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A Managed Futures Account vs. a Managed Futures Fund http://www.opalesque.com/Futures_Briefing/?p=11465 http://www.opalesque.com/Futures_Briefing/?p=11465#comments Mon, 04 May 2015 01:40:21 +0000 shailaja http://www.opalesque.com/Futures_Briefing/?p=11465 When looking at a managed futures investment, a primary consideration should be whether a CTA’s program is offered either as a fund product or a single managed account. When investing in a fund, an investor subscribes to the fund and invests the minimum capital requirement or more. Here, the investor pools their assets with other investors in the fund. Things…

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Managed accounts take-up jump 63%: survey http://www.opalesque.com/Futures_Briefing/?p=10087 http://www.opalesque.com/Futures_Briefing/?p=10087#comments Mon, 12 May 2014 03:59:11 +0000 shailaja http://www.opalesque.com/Futures_Briefing/?p=10087 Rainmaker’s 2013 survey of adviser groups found that 26 adviser groups have reported being associated with a managed account, up 63% from the 16 who reported a similar association in 2008. While this may be considered a relatively small number, the more important strategic point is that these groups represent 43% of advisers, up from almost one-third of all advisers…

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The A to Z of managed accounts http://www.opalesque.com/Futures_Briefing/?p=9919 http://www.opalesque.com/Futures_Briefing/?p=9919#comments Mon, 24 Mar 2014 00:02:00 +0000 shailaja http://www.opalesque.com/Futures_Briefing/?p=9919 A financial advisory and investment management firm has put together a dictionary of terminology to help investors understand the different types of investment services being offered today.
Crystal Wealth Partners recognised a need to clarify the world of managed accounts, and as a result they have released an “A to Z” on the subject. The list could provide advisers with a…

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Hedge fund derivatives house of the year: Deutsche Asset and Wealth Management http://www.opalesque.com/Futures_Briefing/?p=9642 http://www.opalesque.com/Futures_Briefing/?p=9642#comments Mon, 20 Jan 2014 00:41:02 +0000 shailaja http://www.opalesque.com/Futures_Briefing/?p=9642 At its core is a managed account platform that boasts more than $11 billion of assets under management, with more than 250 managers across 12 core hedge fund strategies. Split between a funded platform structure called dbalternatives and an unfunded offering called dbSelect, which focuses on commodity trading advisers, global macro and managed futures strategies, all managers are required to…

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CTAs, equity, event funds lead in another strong month http://www.opalesque.com/Futures_Briefing/?p=9507 http://www.opalesque.com/Futures_Briefing/?p=9507#comments Mon, 16 Dec 2013 00:59:07 +0000 shailaja http://www.opalesque.com/Futures_Briefing/?p=9507 Provisional performance numbers for November indicate another good month for European hedge fund managers, with the EuroHedge Composite index currently showing a median gain of 0.87% on the month to give a year-to-date return of almost 7.5% through the end of November.
With numbers so far from about two-thirds of the funds in the EuroHedge database, there have been many strong…

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Managed accounts take the hassle out of hedge funds http://www.opalesque.com/Futures_Briefing/?p=9493 http://www.opalesque.com/Futures_Briefing/?p=9493#comments Mon, 16 Dec 2013 00:56:28 +0000 shailaja http://www.opalesque.com/Futures_Briefing/?p=9493 Institutional investors can gain greater flexibility at a lower cost and without the need to manage their investments as closely by using a multi-strategy managed account solution for their hedge fund allocation, according to Permal senior vice president Timothy Schuler.
Schuler was visiting Australia from New York to discuss the benefits of the Permal Managed Account Platform (PMAP) with Australian…

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Data fees Kick CTAs and IBs when they’re down http://www.opalesque.com/Futures_Briefing/?p=9432 http://www.opalesque.com/Futures_Briefing/?p=9432#comments Sun, 01 Dec 2013 23:38:32 +0000 shailaja http://www.opalesque.com/Futures_Briefing/?p=9432 While no one likes a tax increase, which this basically is, people tend to accept it and move on. However, the data fees announced by CME Group stand to have a much larger impact, particularly for so-called professional traders that includes anyone with a registration, i.e. introducing brokers (IBs), Commodity trading advisors (CTAs), floor brokers, associated persons etc.
And the…

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Characteristics of a managed futures account (MFA) http://www.opalesque.com/Futures_Briefing/?p=9028 http://www.opalesque.com/Futures_Briefing/?p=9028#comments Mon, 16 Sep 2013 01:57:40 +0000 shailaja http://www.opalesque.com/Futures_Briefing/?p=9028 Managed futures are commercial products based on futures contract. These products are actively managed and administered by Commodity Trading Advisor (CTA) and the peculiarity here is that you can take advantage of both rising and falling prices. In some countries like Germany, these products may only be distributed in the form of certificates.
In the United States, the MFA are subject…

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