Alternative Links: 15% of Assets to Liquid Alts

December 28, 2016 rcm-alternatives 0 comment  Like
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That’s why Grant Engelbart, portfolio manager at the $7 billion CLS Investments, says he plans to use more alternative funds next year. While he typically allocates as much as 15% of assets to liquid alts, Engelbart stresses the need to scrutinize these funds, since many are highly correlated to the assets people are looking to diversify away from.

Liquid-Alt Mutual Funds Disappoint – (Barrons)

 

Here’s our list of the top 250 most popular finance Twitter handles

Are You Tracking 2016’s Most Influential FinTweeters? – (Sentieo)

 

Here’s our compilation of people and firms currently out there on twitter (in no particular order, despite the numbering)  providing the latest insight, humor, debate, and news on investments – especially the alternative kind:

A Big List of Alternative Investment Folks on Twitter – (RCM’s Attain Alternatives Blog)

 

As the current market regime wanes, we believe a case can be made for dynamic strategies that are responsive to changing market conditions, in particular, managed futures strategies that take long/short positions across a diversified basket of commodity and financial market futures.

Investing For the Next Regime – (ValueWalk)

 

It’s harder to remember an extended period of time we’ve seen both a rising dollar AND falling bond prices (yields rising). Mainly because there haven’t been many recent periods where bond prices were falling (rates rising).

What Happens When the U.S. Dollar and Rates Rise? – (RCM’s Attain Alternatives Blog)

 

The Rational Dynamic Momentum Fund, traded under the symbol RDMIX, was converted from Chesapeake Capital Corporation’s flagship managed futures hedge fund, the company said in a statement. Accordingly, the new vehicle offers investors a managed futures strategy with a track record dating back to 1994.

Rational Funds Converts First Hedge Fund to Mutual Fund Format – (FIN Alternatives)

 

Registered investment advisers (RIAs) as well as pensions, endowments, private wealth groups and other institutional investors in the US can now invest in the Aspect Core Diversified Programme from London-based Aspect Capital through Galaxy Plus.

Aspect Capital partners with Gemini Alt to grow managed futures strategy – (Hedge Week)

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.

The programs listed here are a sub-set of the full list of programs able to be accessed by subscribing to the database and reflect programs we currently work with and/or are more familiar with.

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. Individuals cannot invest in the index itself, and actual rates of return may be significantly different and more volatile than those of the index.

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.

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Limitations on RCM Quintile + Star Rankings

The Quintile Rankings and RCM Star Rankings shown here are provided for informational purposes only. RCM does not guarantee the accuracy, timeliness or completeness of this information. The ranking methodology is proprietary and the results have not been audited or verified by an independent third party. Some CTAs may employ trading programs or strategies that are riskier than others. CTAs may manage customer accounts differently than their model results shown or make different trades in actual customer accounts versus their own accounts. Different CTAs are subject to different market conditions and risks that can significantly impact actual results. RCM and its affiliates receive compensation from some of the rated CTAs. Investors should perform their own due diligence before investing with any CTA. This ranking information should not be the sole basis for any investment decision.

See the full terms of use and risk disclaimer here.

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