Managed Futures Becoming Tougher Sell

Showing No Correlation to Stocks or Bonds, Category Rose 20% in 2008

October 12, 2009

In 2007, Philip Moses, a Raymond James adviser at First Federal Bank of Florida in Lake City, had a local physician as a client who wanted to diversify his $1.5 million portfolio. Moses, long an advocate of alternative investments, suggested a hefty 20% allocation to alternatives, including structured products, a multi-strategy hedge fund and a multi-advisor managed futures fund.

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