To Start
On the menu click CTA Search. Scroll down and agree to the risk disclosure, you'll be taken to a "public search of the entire data base." Click any advisor name for more detail on that advisor. To Order a Report Register a free account first. You are taken to a "private search," where you can check any advisor name and request reports that are downloaded into your personal account. Link to a demo report.
Using the "public" search, select advisors by account size, style or sector traded. Cllick on the advisor name to view the Net and Funding level ratio relationship for that advisor and compare the advisor's traditional rate of return with traditional and hedge fund index values.
The "public" search uses minimum account size, minimum funding level **** and maximum margin to equity to graphically display a "process of returns" or how one account fluctuated from its' starting value. Learn how risk increased or decreased over variable market conditions. Compare an advisors risk management capabilities using SafeMoneyMetrics™ Indexes as a benchmark or by using Net and Funding Level averages created from the monthly advisor rankings.
**** When requested, many advisors did not report minimum funding levels to us. When left unreported, we use a default value of 75%. Default values for margin/equity values are 25% and round turn per million is 1200. The advisor search process tells you if default values are use. You can contact the advisor, ask them to provide accurate values and we will reproduce any report.
Why SafeMoneyMetrics™ Indexes and Advisor Rankings are superior for benchmarking is described in their respective definition documents below. SafeMoneyMetrics™ is a self contained world of superior risk management. It can be applied to any managed futures or high leveraged investment.
Enjoy and Stay Eternally Well
Marlee-Jo Jacobson/founder
mj@safemoneymetrics.com
212-777-3862