Your questions on managed accounts answered
I’ve put together some commonly asked questions to give you more information about managed accounts and investment solutions I offer.
If you have a question that you can’t find the answer to, please use the contact page.
NOTE: Clicking on the question will reveal the answer. You can also switch between different sections.
Inna Rosputnia manages the following variety of account types:
- IRA (upon request)
Accounts managed by Inna Rosputnia are offered through leading stock and futures brokers. All brokers are fully regulated and operate for decades.
Depending on jurisdiction investors get their funds securely covered with up to 20,000 – 100 000 insurance. Example clients who open accounts within Cyprus jurisdiction get their funds securely covered with up to 20,000 euro insurance as a part of Investor Compensation Fund directed by CySEC.
No. All trades made in your managed account will be made by Inna Rosputnia.
Based on our managed account agreement you have to inform me about such a decision by email firstname.lastname@example.org
You pay taxes only from the net profit you received (you don’t pay taxes from my share). The tax rate depends on your country of residency.
Managed portfolios are constructed using exchange-traded instruments, like stocks and futures. Due to their structure, they are low-cost, transparent, and tax-efficient, providing the ideal investment vehicles for my managed accounts.
No. There are no advisory fees, you pay on for the real results. In other words, I make money when you do.
Managed Futures is a subset of the alternative investment industry. It allows investors to get access to the institutional level of investment services. All trading decisions are taken by authorized traders who invest in derivative markets like futures, commodities, options, etc, and have deep knowledge of the market structure.
No. Commodity Exchange Traded Funds (ETFs) are funds in which an investor may own a slice. Also, an ETF is a security that tracks an index, a commodity, bonds, or several assets like an index fund. Managed accounts have a number of benefits over an ETF, including higher returns.
There is risk in all trading and investing. Let no one convince you otherwise. Futures may be used in aggressive or conservative ways. While drawdown is not the only measure of risk it is one of many helpful metrics for evaluating a manager’s past performance management of risk. In fact, the agricultural sector (futures) is less risky than tech stocks. Because they are more supply and demand-driven. thus, less volatile and less speculative.
The minimum is $50 000 for US residents and 25 000 EUR (or equivalent in GBP, AUD, CAD, and USD) for non-US.
There are many factors that may cause all stocks to rise and fall at the same time (i.e. high correlation). Managed Futures as an asset class has a very low correlation to stocks or bonds giving you another basket to put an egg.
Besides, futures like the agriculture sector are less speculative and more supply and demand-driven. In other words, they offer a higher winning rate.
Pay attention that Managed Futures mutual funds are a new product that offers shares of a fund that is managed by one or more CTAs. So in theory, you should be able to get the same risk/reward opportunity as they do, but the reality is way different.
The structure of managed futures is more beneficial for all parties involved. For example, separately managed accounts, generally, have lower fees because you’re not paying for the legal and administrative cost of a security product in a fund or pool. Thus, managed futures have many advantages:
- Better liquidity
- Better transparency
- Lower cost
- Greater returns
- Greater flexibility
- Greater security and accountability
Futures are very liquid. So, you may be able to access your funds very quickly. Besides, I do not have a lock-up period. And at your direction, I can liquidate your positions at any time giving you quick access to cash. Clients can withdraw their funds at any time directly from the FCM without prior approval from me.
Managed Discretionary Account is the account for which the customer gives the other person or register representative authority to trade on his behalf without having to pre-approve trades with the account owner.
The term Unified Managed Accounts (UMA) is usually referred to reporting solution that brings together all types of investment vehicles in an investor’s portfolio. Essentially, it’s a platform that provides a single overview of all the investor’s portfolio including SMAs, IMAs, term deposits, cash, property, and a range of other asset classes.
Managed Accounts are a far more efficient way to have managed portfolio for the following reasons:
- Systematic balancing of investment risks relative to returns.
- Underlying shares are owned, not units in a fund.
- Access to professionally managed investment options.
- Online access and consolidated reporting.
- Full-time, attention by trader with a proven track record.
I use many filters to find the opportunities with the best risk/reward ratio. Moreover, I use a mix of fundamental and technical analysis, which includes cycles, premium (backwardation), COT, Intermarket forecast, interest rates forecast, seasonal, etc. This approach helps me to have a high winning rate. So, I do deep research before making any trading decisions. All trades are placed manually.
I believe there are no investment solutions that work for everyone. Thus, I always deliver a customized portfolio. Understanding investor’s risk tolerance is the basis for portfolio building and implementing trading strategies. I always trade within the agreed risk range as per our agreement. Besides, I have well-planned strategies and money management in place to protect clients’ investments.
I have no control over your investment. You are free to withdraw your funds whenever you wish to.
The performance fee is one way in which I make money. In other words, you pay only for the real results. I don’t charge management fees etc. The rate depends on account size and can vary between 50% – 35%.
Performance fees will be calculated at the end of every billing month, as long as there are profits on your account that exceed the high-water mark.
It is the highest peak in value that an account has reached. The high-water mark has to be exceeded before any future profit share may be calculated again.
For Example – If you opened an account with $100 000 and the performance fees were 50%.
If your profits during the next month were 10%, that would be $10 000 profit for the month.
Performance fees of 50%, which is $5 000 leave you a $5 000 net profit for the month.
Your high-water mark would be $105 000 (if you withdraw $5 000 from the account to pay a trader) which is the original $100 000 plus the net monthly profit of $5 000. If you keep all profits on the account and pay my share from a different source, your high watermark is $110 000.
If you had a loss the next month of $3 000, no performance fees would be paid. Only when your account balance surpasses your high water mark of $105,000, performance fees should be calculated and a new high-water mark will be established.
The investor owns and controls the account. I don’t have any direct access to investor’s accounts. Also, the account owner can see all running trades and has access to a wide range of reports. The investor can withdraw funds at any time.
Yes, it is totally up to you.
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