Alternatives within Managed Futures
CTG provides our clients with liquid alternatives in managed futures in an effort to lower their portfolio volatility and increase overall returns, regardless of what direction the stock market is going. Please note, trading futures or options or other derivatives entails unique risks which must be understood prior to trading.
We strive to provide our clients with ongoing educational resources that equip them to make the best decision to reach their financial goals. CTG has structured our business to meet our client’s needs. Our goal is to make our relationships long-standing and transition from one generation to the next by putting the clients first.
We maintain a website that allows users open access to CTA trading descriptions, background information, and performance data since inception. In addition, we offer a variety of analytical tools including statistical analysis reports and a portfolio builder.
SEE OUR CTA DATABASE
STOCKS, BONDS, MANAGED FUTURES - PERFORMANCE COMPARISON
Growth of $1,000 (1/2000 - 7/2016)
Managed Futures have proven themselves to be one of the most valuable diversifications. Managed Futures can offer your portfolio the opportunity to reduce downside exposure to stock market sell-offs and political uncertainty. Also, the Futures Industry, being highly regulated, provides the investor complete transparency and greater protection against potential fraud and ponzi schemes that were front page news in 2008 and 2009. With all of the challenges that exist in today's global investment landscape, managed futures do have an important role to play in every family's portfolio and now, more than ever, sophisticated investors must do their homework so they can make the informed decisions in asset allocation.
Create your own customized portfolio
RETURN DURING CRITICAL EVENTS
(1/1984 - 6/2016)
The addition of managed futures to a client's portfolio does not mean that a portfolio will be profitable or that it will not experience substantial losses and that the studies conducted in the past may not be indicative of current time periods or of the performance of any individual CTA.
The S&P 500 indices are designed to reflect all sectors of the U.S. equity markets. The S&P 500 includes 500 blue chip, large cap stocks, which together represent about 75% of the total U.S. equities market. Companies eligible for addition to the S&P 500 have market capitalization of at least US$3.5 billion. The TR Index accounts for the reinvestment of dividends.
Bonds are represented by the Barclay's US Aggregate Bond Index (formerly known as the Lehman US Aggregate Bond Index).
The U.S. Aggregate Bond Index is a broad-based benchmark that measures the investment grade, U.S. dollar-denominated, fixed-rate taxable bond market, including Treasuries, government-related and corporate securities, MBS (agency fixed-rate and hybrid ARM pass- throughs), ABS, and CMBS. The U.S. Aggregate rolls up into other Barclays Capital flagship indices such as the multi-currency Global Aggregate Index and the U.S. Universal Index, which includes high yield and emerging markets debt. The U.S. Aggregate Index was created in 1986, with index history backfilled to January 1, 1976.
The CISDM Equal Weighted CTA Index is an equal weighted index of CTAs maintained by The Center for International Securities and Derivatives Markets at the University of Massachusetts Amherst. It reflects the average performance of Commodity Trading Advisors reporting to the CISDM Hedge Fund/CTA Database. Each CTA must have at least $500,000 under management and at least a 12-month track record. The indicator started in January 1980.