Our Process
BCM starts every consultative meeting with a conversation to find out your specific investment goal and needs. If you are new to the managed futures industry, we will spend time to educate you on the industry and how this asset class can benefit your current portfolio. You can also request our free “Why Managed Futures” brochure here.
If you are already familiar with the industry, we transition to finding out which managers and which portfolio will meet your needs.
BCM’s 7 Step Approach
- Consultative Meeting
- Current Portfolio Review
- Manager Screening / Selection
- Portfolio Back-Testing
- Recommended Allocation
- Allocation Implementation
- Portfolio Monitoring