Why Managed Futures May No Longer Be A Four Letter Word

For years, many advisors have eschewed managed futures in their clients’ portfolios. Advisors had limited research, data, and availability of low-cost investment options. Now, with the benefit of long-term data, we can model the potential benefits of adding managed futures to an otherwise well-diversified portfolio of stocks and bonds. We will explore best practices for adding managed futures to clients’ portfolios and how they may improve modern portfolio statistics.

Learning Objectives 

• Discuss what managed futures are. 
• Learn how they may improve a portfolio's MPT statistics 
• Different methods of adding managed futures to a portfolio while keeping clients happy