Portfolio Advisory
Platform Services Listings
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HCM,s Custom Portfolio Advisory Service ("PAS") offers institutional investors the opportunity to employ HCM's expertise with Commodity Trading Advisor selection and portfolio development to provide the investor with a PAS portfolio designed to attempt to meet the customer's specific performance expectations and risk tolerance.
HCM conducts an extensive due diligence process when selecting appropriate money managers for our clients. Please see Platform Service Listings to review HCM's due diligence steps. Those CTA Programs that have met all of HCM's internal requirements for consideration
will then be subject to additional screening by HCM
as appears below:
The criteria for Commodity Trading Advisor selection includes:
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Performance
|
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Length of track record |
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Draw-down/risk analysis |
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Market sector focus |
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Trading style |
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Assets under management |
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Operations and compliance considerations |
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Willingness to discount fees |
The criteria for Advisor removal includes:
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Experiencing pre-identified risk-identified risk/draw-down constraints
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Compliance & industry registration issues |
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Program closure to new investors |
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Program style and/or market sector drift |
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