PENSION PLANS

 

As the current market environment becomes even more unpredictable, Endowments and Pensions Funds are seeking an asset class that can help diversify their current holdings and potentially provide the opportunity to generate returns during all types of market conditions.

 

If you are an endowment or pension fund, we would like to offer a free consultation on how managed futures can fit into your portfolio. ATG understands the role of fiduciaries and we use our proprietary programs to create custom portfolios for your fund’s exact requirements.

 

Respectable pension fund managers are showing up at commodities exchanges in the role long dominated by wildcat speculators, staking a claim to managed futures as a viable pension investment option.

 

Statistics suggest that commodities have particularly attractive inflation hedging properties over long-horizons, which justify their introduction in pension funds' liability matching portfolios.

 

Managed futures simply means investing in portfolios of futures, options and currencies in order to capture trading profits. An account can include whatever the hired manager thinks will add value - from Swiss francs to pork bellies - or it can be tailored to a specific client's needs. A currency portfolio, for example, that excludes Japanese yen because the investor already has exposure to yen.

 

The need to show a competitive return on investment puts the pension investor in the role of active manager rather than hedger. Interest in managed futures is growing among pension funds for three reasons:

 

» Returns on managed futures do not correlate with returns on other pension assets, reducing portfolio volatility.

 

» Managed futures produce higher returns than stocks or bonds over the long term - at least they have over the past 12 years.

 

» Managed futures are likely to perform well when inflation is high. Managed futures have more liquidity than other inflation-hedging assets like real estate.

 

In order to meet your unique objectives, you must overcome multiple investment, administrative and regulatory complexities.

 

You need an experienced, trusted financial partner to achieve those special goals with confidence.

 

We provide a full suite of complementary investment products across asset classes, which include defined benefit plans and defined contribution plans for corporations, public funds, and union funds.

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