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Managed Futures Assets Grow 3% in Q3

FAIRFIELD, Iowa, November 15, 2005 – Money under management in managed futures grew from $127.1 billion to $130.9 billion during the third quarter of 2005, according to The Barclay Group.

“Although managed futures returns have been below expectations so far this year – the Barclay CTA Index is down 0.55 percent and the Barclay BTOP50 Index is up just 0.53 percent through September – this sector still has upward momentum,” says Sol Waksman, president of The Barclay Group.

Other than a dip in Q1 of 2005, money under management in managed futures has increased every quarter for the past three years.

“We’re seeing a 2.99 percent increase in assets during the past three months, and 11.2 percent growth in the past 12 months. Since the first quarter of 2002, money under management has tripled from $40.3 billion to $130.9 billion,” says Waksman.

“The most recent growth, though modest, bears testament to investor willingness to adopt a longer-term investment time horizon for the sector.”

“Since the returns in managed futures tend to come in spurts rather than a steady accretion of profits month to month, a longer-term time horizon does increase the likelihood of investor success.”

Click here to view 25 years of Barclay Managed Futures money under management data.

The Barclay Group, founded in 1985, actively tracks more than 5,000 hedge funds and managed futures programs. Barclay’s indices are utilized worldwide as performance benchmarks for the hedge fund and managed futures industries.

For more commentary, call Sol Waksman at 641-472-3456 or email