Weekend Reads

As the financial media talking heads focused their efforts on the S&P 500 and the Dow Jones Industrial Average hitting milestone markers, news emerged that could potentially shake the foundation of the alternative investment industry (managed futures included). Investment News reports that SEC Chairwoman Mary Jo White is considering changes to the criteria of what makes an accredited investor.

“Ms. White, along with other advocates of revising the accredited investor definition, support some revisions that might include qualifications related to financial literacy, industry knowledge and actual experience with complex investment strategies.

Perhaps ironically, that basically describes most financial advisers, which means an expanded definition of an accredited investor could represent a new value-added benefit of working with a financial professional (if regulators decide a trusted adviser can act on behalf of investors as a kind of financial intermediary).”

While this could change the way hedge funds and managed futures operate, this is far from becoming an actual rule, as it’s just a consideration. However, just a couple months ago, they voted to allow some sort of advertising in the hedge fund world (which for once includes managed futures, our coverage here), suggesting that the SEC is open minded enough to think about such an alteration. To read more about the accredited investors criteria, see our first link in weekend reads.

  • It is well-past time to expand access to hedge funds – (Investment News)
  • Dissolved Managed Futures Funds – (Trend Following Mentor)
  • In defense of 90-day Treasury bills – (MarketWatch)
  • CFTC’s Chilton Says He Would Vote Against Current Volcker Rule – (Bloomberg)
  • Using alternative investments in place of bonds in a portfolio – (Investment News)
  • Morgan Stanley in talks to sell commodities business – (New York Post)
  • Watching US Senators grapple with Bitcoin’s existence is disturbing – (John Lothian)
  • Conquer social media – it’s like falling off a blog – (Investment News)

Just for Fun:

We can’t tell if Bloomberg is joking or not: Zombie Personal finance books of 2014 —  (Bloomberg)

  • A Real-Time Map of Births and Deaths – (The Atlantic)
  • Restless America: State-to-State Migration of 2012 — (Vizynary)
  • Should Joe Moglia be running your football program? – (USA Today)
  • 18 Places In Chicago To Go When You Need To Recharge & Feel Inspired – (Huffington Post)
  • New Giant Dinosaur Was the Apex Predator Before T-Rex – (Wired)
  • Ventra Cards With Negative Balances Allow Rides – (NBC Chicago)
  • How We Should Remember John F. Kennedy – (The Atlantic)










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Disclaimer
The performance data displayed herein is compiled from various sources, including BarclayHedge, and reports directly from the advisors. These performance figures should not be relied on independent of the individual advisor's disclosure document, which has important information regarding the method of calculation used, whether or not the performance includes proprietary results, and other important footnotes on the advisor's track record.

Benchmark index performance is for the constituents of that index only, and does not represent the entire universe of possible investments within that asset class. And further, that there can be limitations and biases to indices such as survivorship, self reporting, and instant history.

Managed futures accounts can subject to substantial charges for management and advisory fees. The numbers within this website include all such fees, but it may be necessary for those accounts that are subject to these charges to make substantial trading profits in the future to avoid depletion or exhaustion of their assets.

Investors interested in investing with a managed futures program (excepting those programs which are offered exclusively to qualified eligible persons as that term is defined by CFTC regulation 4.7) will be required to receive and sign off on a disclosure document in compliance with certain CFT rules The disclosure documents contains a complete description of the principal risk factors and each fee to be charged to your account by the CTA, as well as the composite performance of accounts under the CTA's management over at least the most recent five years. Investor interested in investing in any of the programs on this website are urged to carefully read these disclosure documents, including, but not limited to the performance information, before investing in any such programs.

Those investors who are qualified eligible persons as that term is defined by CFTC regulation 4.7 and interested in investing in a program exempt from having to provide a disclosure document and considered by the regulations to be sophisticated enough to understand the risks and be able to interpret the accuracy and completeness of any performance information on their own.

RCM receives a portion of the commodity brokerage commissions you pay in connection with your futures trading and/or a portion of the interest income (if any) earned on an account's assets. The listed manager may also pay RCM a portion of the fees they receive from accounts introduced to them by RCM.

See the full terms of use and risk disclaimer here.

Disclaimer
The performance data displayed herein is compiled from various sources, including BarclayHedge, and reports directly from the advisors. These performance figures should not be relied on independent of the individual advisor's disclosure document, which has important information regarding the method of calculation used, whether or not the performance includes proprietary results, and other important footnotes on the advisor's track record.

Benchmark index performance is for the constituents of that index only, and does not represent the entire universe of possible investments within that asset class. And further, that there can be limitations and biases to indices such as survivorship, self reporting, and instant history.

Managed futures accounts can subject to substantial charges for management and advisory fees. The numbers within this website include all such fees, but it may be necessary for those accounts that are subject to these charges to make substantial trading profits in the future to avoid depletion or exhaustion of their assets.

Investors interested in investing with a managed futures program (excepting those programs which are offered exclusively to qualified eligible persons as that term is defined by CFTC regulation 4.7) will be required to receive and sign off on a disclosure document in compliance with certain CFT rules The disclosure documents contains a complete description of the principal risk factors and each fee to be charged to your account by the CTA, as well as the composite performance of accounts under the CTA's management over at least the most recent five years. Investor interested in investing in any of the programs on this website are urged to carefully read these disclosure documents, including, but not limited to the performance information, before investing in any such programs.

Those investors who are qualified eligible persons as that term is defined by CFTC regulation 4.7 and interested in investing in a program exempt from having to provide a disclosure document and considered by the regulations to be sophisticated enough to understand the risks and be able to interpret the accuracy and completeness of any performance information on their own.

RCM receives a portion of the commodity brokerage commissions you pay in connection with your futures trading and/or a portion of the interest income (if any) earned on an account's assets. The listed manager may also pay RCM a portion of the fees they receive from accounts introduced to them by RCM.

See the full terms of use and risk disclaimer here.

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