Hedge Funds & Commodity Futures Trading Advisors

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1) Identification and Preliminary Qualification 

2) Hedge Funds – 46 categories – 5,614 Reporting

Convertible Arbitrage
Distressed Securities
Emerging Markets – Asia
Emerging Markets – Eastern Europe
Emerging Markets – Global
Emerging Markets – Latin America
Emerging Markets Equity – Asia
Emerging Markets Equity – Eastern Europe
Emerging Markets Equity – Global
Emerging Markets Equity – Latin America
Emerging Markets Fixed Income – Global
Equity – Long Bias
Equity – Long Only
Equity – Long/Short
Equity – Long/Short – Europe
Equity – Long/Short – Pacific Rim
Equity – Market Neutral
Event Driven
Fixed Income – Arbitrage
Fixed Income – Asset Backed Loans
Fixed Income – Asset-Backed/Insurance Linked Securities
Fixed Income – Convertible Bonds
Fixed Income – Diversified
Fixed Income – High Yield
Fixed Income – Long Only Credit
Fixed Income – Long Short Credit
Fixed Income – Mortgage Backed
Fund of Funds – Arbitrage
Fund of Funds – Distressed Securities/Event Driven
Fund of Funds – Diversified
Fund of Funds – Emerging Markets
Fund of Funds – Equities
Fund of Funds – Fixed Income
Fund of Funds – Less than $250M
Fund of Funds – Greater than $250M
Macro
Merger Arbitrage
Option Strategies
Multi-Strategy / Relative Value
Sector Specific – Metals & Mining
Sector Specific – Energy
Sector Specific – Farming
Sector Specific – Financial
Sector Specific – Health/Biotech
Sector Specific – Natural Resources
Sector Specific – Real Estate
Sector Specific – Technology

3) Futures Trading Advisors – 16 categories – 1,191 Reporting

FTA Programs Managing More Than $10 Million
FTA Programs Managing At least $1 Million But Under $10 Million
Agricultural Traders Managing more than $1 Million
Currency Traders Managing More Than $10 Million
Currency Traders Managing At least $1 Million But Under $10 Million
Discretionary Traders Managing More Than $10 Million
Discretionary Traders Managing At least $1 Million But Under $10 Million
Diversified Traders Managing More Than $10 Million
Diversified Traders Managing At least $1 Million But Under $10 Million
Financial/Metal Traders Managing More Than $10 Million
Financial/Metal Traders Managing At least $1 Million But Under $10 Million
Multi-Advisor Funds Managing more than $1 Million
Option Strategies Managing more than $1 Million
Short-Term Traders Managing more than $1 Million
Stock Index Traders Managing more than $1 Million
Systematic Traders Managing more than $1 Million

4) Hedge Funds & Commodity Pools (transparency disclosure can be an issue)

5) Managed Futures ( fully transparent and disclosed)

  • All Accounts are required to be segregated
  • Member firms 
  • Financial Safeguard System
  • Disclosure of trading Methodology
  • Positions and balance are available online at any time
  • Statements are emailed daily recapping positions, liquidating value and any trading activity
  • Monthly statements summarize all activity and end of month balance
  • Liquidity in portion or all is 2 to 48 hours in any major currency

6) Multi Manager Asset Allocation

7) Stay on top of industry developments

8) Information Request Forms

Regards,
Asset Investment Management
Contact Information


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Asset Investment Management

Family Office, Advisors