Portfolio Monitoring & Management

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

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Ongoing Monitoring

Constructing your Commodity Trading Advisor (CTA) portfolio is just the beginning. Our seasoned experts continue to monitor your overall portfolio, each individual manager, and market conditions at large—making strategic adjustments as needed. We review client portfolios daily to increase your chances for long-term investment success.

Portfolio Insight

Gain a better understanding of your portfolio’s performance with Insight, our proprietary reporting tool available exclusively to IASG clients. Insight makes it easy to review your portfolio activity, track performance, 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. 

Get in touch today to learn more.