Artwork

Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

#182 - The Power of Managed Futures

47:10
 
Share
 

Manage episode 390388882 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Alex Fratila, CFA speaks with host Chris Boyd about Managed Futures. Learn what are the benefits of use of futures in designing an investment portfolio. How they work, what asset classes can be represented, and how inclusion of a managed futures strategy into clients' portfolios has the potential to help reduce volatility and produce more appealing risk-adjusted returns, particularly in the most volatile of times.

Fratila & Company is an alternative investment firm, seeking to generate uncorrelated returns with public market-like liquidity. The firm is headed by ex-CSS trader, Alex Fratila. Fratila & Company attempts to further the concepts utilized at CSS, which was founded by the original UBS O’Connor team after Swiss Bank purchased O’Connor in 1992.

Join us for an interesting discussion as you contemplate how you might manage risk in your client accounts as we round out 2023 and move toward a new year.

email: Alex@fratilaco.com

website: www.fratilaco.com

LinkedIn: https://www.linkedin.com/in/afratila/

#InvestmentStrategies #ManagedFutures #FinancialInsights #RiskManagement #AlternativeInvestments #AlexFratilaCFA #FratilaAndCompany #VolatilityReduction #PortfolioDesign #UncorrelatedReturns #2023Investments #FinancialTalk

  continue reading

150 episodes

Artwork
iconShare
 
Manage episode 390388882 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Alex Fratila, CFA speaks with host Chris Boyd about Managed Futures. Learn what are the benefits of use of futures in designing an investment portfolio. How they work, what asset classes can be represented, and how inclusion of a managed futures strategy into clients' portfolios has the potential to help reduce volatility and produce more appealing risk-adjusted returns, particularly in the most volatile of times.

Fratila & Company is an alternative investment firm, seeking to generate uncorrelated returns with public market-like liquidity. The firm is headed by ex-CSS trader, Alex Fratila. Fratila & Company attempts to further the concepts utilized at CSS, which was founded by the original UBS O’Connor team after Swiss Bank purchased O’Connor in 1992.

Join us for an interesting discussion as you contemplate how you might manage risk in your client accounts as we round out 2023 and move toward a new year.

email: Alex@fratilaco.com

website: www.fratilaco.com

LinkedIn: https://www.linkedin.com/in/afratila/

#InvestmentStrategies #ManagedFutures #FinancialInsights #RiskManagement #AlternativeInvestments #AlexFratilaCFA #FratilaAndCompany #VolatilityReduction #PortfolioDesign #UncorrelatedReturns #2023Investments #FinancialTalk

  continue reading

150 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide