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Frequently Asked Questions

Can Managed Futures Notes be bought in a Stand-Alone RRSP or RRIF?

Frequently Asked Questions
Yes. Managed futures are an ideal way to further diversify your RRSP and offer exposure to global markets. Moreover, Tricycle provides the option of transferring your RRSP in Managed Futures Notes into a self-directed RRIF. Certain restrictions apply for meeting withdrawl requirements. Please refer to Section 6 of the RRIF application.

What is the difference between an RRSP and an RRIF?

Money | myTELUS
An RRSP allows you to make tax-deductible contributions to the plan in the years prior to retirement; whereas, an RRIF allows you to make withdrawals from the plan to provide income during retirement. RRIF is an investment vehicle that provides you with regular income during your retirement while still allowing tax-sheltered capital growth. It is also an effective and flexible way to withdraw cash from investments formerly held in your RRSP.

How can I transfer assets from an RRSP to an RRIF?

Money | myTELUS
You don't have to sell any of the assets in your RRSP. Assets may be transferred in kind from your RRSP to an RRIF.

What are managed futures?

Frequently Asked Questions
The investing in futures contracts by professional managers who invest in the global futures markets, as either buyers or sellers of real assets such as gold, silver, wheat, corn, crude oil and natural gas, as well as financial assets such as government bonds, currencies and stock market indices.

What volatility can one expect from Managed Futures?

Frequently Asked Questions
The standard deviation of this asset class is equivalent to that of the TSX (S&P/TSX Composite Index 10.56% and managed futures 11.90%, 27 years ending March 2007); but diversifying your portfolio by including 10% to 20% managed futures is an excellent way to mitigate overall risk - as the product has the potential to profit in rising or falling markets.

What is a Managed Futures Account?

Pro Managed Futures: Diversify your portfolio, including 401...
A Professionally Managed Futures Account is a discretionary account you give permission to a Commodity Trading Advisor (CTA) to make all trading decisions on your behalf through a revocable power of attorney. Investing in a managed account relieves you of the concerns associated with trading i.e. market timing, asset allocation, stop loss protection, etc. You will review the CTAs disclosure document and trader's performance track record. Additionally, Orion Futures Group, Inc.

Are Professionally Managed Futures suitable for everyone?

Pro Managed Futures: Diversify your portfolio, including 401...
No, they are not. We would first interview you to determine your suitability and provide you with all of the necessary information to make sure you understand both the risks and rewards of this type of investing.. Generally, in addition to having the required risk capital, an investor needs to have realistic expectations about returns on investment, tolerance to temporary drawdowns that inevitably will occur, and acceptance of the reality that the risk of loss always exists.

Are professionally managed futures for everyone?

Managed Futures, FOREX - Peregrine Financial Group, Inc
No, they are not. We would first provide you with all the necessary information to make sure you understand both the risks and rewards of this type of investing. Generally, in addition to having the required risk capital, an investor needs to have realistic expectations about returns on investment, tolerance to temporary drawdowns that inevitably will occur, and acceptance of the reality that the risk of loss always exists.

Are managed futures suitable for everyone?

Managed Futures - FAQ
The simple answer is “No”. Although managed futures can provide badly needed portfolio diversification to many portfolios, only investors with risk capital who understand and can deal with the risks and rewards involved in trading futures should invest in managed futures.

What is managed futures/why should I trade it?

Managed Futures Accounts
Managed Futures are an alternative investment asset class that allows investors to simultaneously participate in multiple global market sectors such as currencies, energies, metals, short and long term interest rates, domestics and international stock indices and traditional commodities.

What is an RRIF?

Money | myTELUS
An RRIF is an investment vehicle that provides you with regular income during your retirement while still allowing tax-sheltered capital growth. It is also an effective and flexible way to withdraw cash from investments formerly held in your RRSP. It provides inflation-adjusted income through your retirement or as long as you have assets in your RRIF.

How do managed futures differ from hedge funds?

Frequently Asked Questions
Futures contracts are traded on established, approved futures exchanges (not over the counter), are liquid instruments in liquid markets, leverage is predefined and monitored and we see the positions daily (transparency). Any increase in value realized is taxable as income at the investor’s full marginal rate in the year of sale, redemption or maturity. Investors may also realize a capital gain (or capital loss) if the notes constitute a capital property to the investor.

How can I access the funds in my Managed Futures Account?

Pro Managed Futures: Diversify your portfolio, including 401...
A managed account offers a degree of liquidity. Excess funds are usually available on one day's notice and can be wired to you overnight, if you wish.You have complete control over your account which allows you to deposit additional funds, withdraw funds or stop trading anytime you wish. Return to Top Past Performance is not indicative of future results. The risk of loss exists in futures/option trading.

I'm not new to trading futures. Why do I need a Managed Futures Account?

Pro Managed Futures: Diversify your portfolio, including 401...
Trading your own account limits your returns to your own ability and system. By employing CTAs who have a good performance record, you are developing a diversified CTA portfolio of your own. Thus you can gain the potential benefits of adding futures to your portfolio. See the research section below. Return to Top Past Performance is not indicative of future results. The risk of loss exists in futures/option trading. The Lintner Study refers to a landmark paper presented in 1983 by the late Prof.

How Can it be Managed?

EndoFAQ
The most effective thing an Endo patient can do is to find a specialist who treats the disease, such as an experienced gynecologist with a history of treating Endo patients, or if infertility is a concern, a reproductive endocrinologist. Form a partnership with this professional, in which you make informed decisions regarding your treatment plan together. Endo is a serious disease which requires serious treatment.

Do I Have to Take Notes?

dnm: FAQ on Syllabus Policies
You aren't required to take notes, and I'll never check whether you do, but chances are it will make your life easier, so you might consider it. Many of the questions above can be answered by scribbling marginal notes on your readings-e.g., a star or exclamation point for things that interest or surprise you. A "vs. FirstAuthor" or "like FirstAuthor" for contradictions and connections. Underline and scribble "Arg" for main arguments in secondary sources.

Is a Managed Futures Account appropriate as a short-term investment?

Pro Managed Futures: Diversify your portfolio, including 401...
Quite simply, no.. Futures investing is a speculative type of investing, and like most markets tend to be cyclical. Additionally, even the most successful professional traders experience periods of flat returns or even drawdowns. Consequently, losses will be incurred for those trading periods. The wise investor will remain steadfast to his/her investment plan and not close the account prematurely in order to allow the account to recover from those temporary losses in equity.

What are the fees and expenses associated with a Professionally Managed Futures Account?

Pro Managed Futures: Diversify your portfolio, including 401...
In summary, the entire fee structure (primarily performance based with deeply discounted commissions) in an account comprises: A one-time only administration fee of 2 - 7% of the total amount invested is charged by Orion Futures A monthly commission of 3/4% of the month-ending account net asset value and deeply discounted per trade transaction costs which all must be made back before the CTA is eligible to receive any incentive fees. A CTA incentive fee.
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