Welcome to IMFC Managed Futures
The information contained herein is intended for use by qualified eligible clients as defined in CFTC Regulation 4.7. Futures, forward and options trading is speculative, involves substantial risk and is not suitable for all investors. Past performance is not necessarily indicative of future results. This information is not a solicitation for investment. Such investment is offered on the basis of information and representations made in the appropriate offering documentation.
Please read the following statement
The risk of loss in trading commodities can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition.
The high degree of leverage that is often obtainable in commodity trading can work against you as well as for you. The use of leverage can lead to large losses as well as gains.
In some cases, managed commodity accounts are subject to substantial charges for management and advisory fees. It may be necessary for those accounts that are subject to these charges to make substantial trading profits to avoid depletion or exhaustion of their assets. The Offering Document contains a complete description of the Principal Risk Factors and each fee to be charged to your account by the Commodity Trading Advisor (“CTA”).
In considering whether to trade or to authorize someone else to trade for you, you should be aware of the following: if you purchase a commodity option you may sustain a total loss of the premium and of all transaction costs.
If you purchase or sell a commodity future or sell a commodity option you may sustain a total loss of the initial margin funds and any additional funds that you deposit with your broker to establish or maintain your position. If the market moves against your position, you may be called upon by your broker to deposit a substantial amount of additional margin funds, on short notice, in order to maintain your position. If you do not provide the requested funds within the prescribed time, your position may be liquidated at a loss, and you will be liable for any resulting deficit in your account.
Under certain market conditions, you may find it difficult or impossible to liquidate a position. This can occur, for example, when the market makes a “limit move”. The placement of contingent orders by you or your trading advisor, such as a “stop-loss” or “stop-limit” order will not necessarily limit your losses to the intended amounts, since market conditions may make it impossible to execute such orders. A “spread” position may not be less risky than a simple “long” or “short” position.
This communication is not and under no circumstances is to be construed as an invitation to make an investment in any IMFC Program or Fund nor does it constitute a public offering to sell a Program or Fund. Applications for IMFC Programs or Funds will only be considered on the terms set out in the Offering Document (for U.S. resident investors ) or Offering Documents (for Canada-resident investors). Terms defined in the Offering Document and Offering Documents shall have the same meaning in this material. Potential investors should note that alternative investments can involve significant risks and the value of the investment may go down as well as up.
There is no guarantee of trading performance and past performance is not indicative of future results. Investors should review the Offering Document and Offering Documents in their entirety for a complete description of IMFC Programs and Funds. An investment should only be made after consultation with independent qualified sources of investment and tax advice. The information contained in this material is subject to change without notice and IMFC will not be held liable for any inaccuracies or misprints.
There are risks associated with an investment in the Programs or Funds, as a result of, among other considerations, the proposed nature and operations of the Programs and Funds. An investment in a Program or Fund is speculative and involves a high degree of risk and is not intended as a complete investment program. It should be borne in mind that risks involved in this type of investment are greater than those normally associated with other types of investments. There is a risk that an investment in a Program or Fund will be lost entirely or in part. Only investors who do not require immediate liquidity of their investment and who can reasonably afford a substantial impairment or loss of their entire investment should consider investment in a Program or Fund. Capitalized terms not defined in this document are defined as set forth in the Offering Documents and Offering Documents.
The regulations of the commodity futures trading commission (“CFTC”) require that prospective clients of a CTA receive an offering document when they are solicited to enter into an agreement whereby the CTA will direct or guide the client’s commodity interest trading and that certain risk factors be highlighted. This document is readily available from IMFC or your Financial Advisor. This brief statement cannot disclose all of the risks.
Therefore, you should obtain the offering document and study it carefully to determine whether such trading is appropriate for you in light of your financial condition. You will not incur any additional charges by accessing the offering document. You may request delivery of a hard copy of the offering document, which will be provided to you at no cost.
The CFTC has not passed upon the merits of participating in this trading program nor on the adequacy or accuracy of the offering document. IMFC may only provide Commodity Trading Services in jurisdictions where IMFC is appropriately licensed and / or permitted by law. We are required to provide other disclosure statements to you before a commodity account may be opened for you.
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IMFC Corporate Profile
Integrated Managed Futures Corp. (IMFC) of Toronto, Ontario, Canada, is a quantitative investment management firm founded by its CEO, Roland P. Austrup.
IMFC manages an unconstrained, absolute return strategy that is implemented with futures and forward contracts, and options on those contracts. IMFC has developed multiple investment models focussed on valuation, yield, momentum and other fundamental sources of long-term returns. These models operate within an integrated asset allocation and risk management framework to provide exposure to a diversified set of uncorrelated investment opportunities across a globally diversified universe of equity indices, fixed income investments, currencies and commodities.
IMFC is registered in Canada with the Ontario Securities Commission as a Commodity Trading Manager and Exempt Market Dealer. In the United States, IMFC is registered with the Securities and Exchange Commission as an Investment Advisor, and with the Commodity Futures Trading Commission as a Commodity Trading Advisor and Commodity Pool Operator.
IMFC is a research driven firm and has built an exceptional research platform in collaboration with Dr. Adam Kolkiewicz in the Department of Statistics and Actuarial Science, within the Faculty of Mathematics, at the University of Waterloo. Both Dr. Kolkiewicz and Roland Austrup are on the advisory board of the Master of Quantitative Finance program at the University of Waterloo.