Portfolio Monitoring & Management

When you invest with IASG, you get a portfolio management partner you can rely on. We continuously monitor your alternative investments, making sure you stay on track to meet performance goals.

Ongoing Monitoring

Constructing your Commodity Trading Advisor (CTA) portfolio is just the beginning. Our team of experts continues to monitor your overall portfolio, each individual manager, and market conditions at large—making strategic adjustments as needed. We’re always looking for ways to reduce risk, enhance returns, and increase your chances for long-term investment success.

Portfolio Insight

Get a better understanding of how your portfolio is performing with Insight, our proprietary reporting tool available exclusively to IASG clients. Insight makes it easy to review your portfolio activity, track performance in real-time, and monitor daily volatility, Sharpe ratio, margin usage, and market diversification—among other useful analytics.

Full-Service Support

Whether you have questions about your account, an active trade, a specific manager or program, or managed futures in general, you can count on the IASG team. We’re fully dedicated to helping you succeed in the alternative investment space. From seamless brokerage, execution, and clearing services to guidance and education. Whatever you need, we’ll be there.