Archive for the ‘Timeline’ Category

2003

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The Bornhoft Group is a co-founder of Equinox Fund Management, a firm that structures and manages alternative investment products for the affluent investor.

2000

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Institutional Allocation to The Bornhoft Group: Business Development Bank of Canada and Tricycle Asset Management utilize The Bornhoft Group as the trading manager for multiple-CTA Portfolios.

The Bornhoft Group is one of the founding members of Morningstar Hedge. Morningstar Hedge is a joint venture with Morning Star, Inc., an Illinois corporation. The first objective is to establish a set of dominant, globally recognized style benchmark indices and corresponding investment products for hedge and managed futures fund strategies. The second objective is to develop global standards and practices for investors in alternative investments. The company intends to provide internationally branded, objective rating and analysis/measurement services to the global investment market on hedge and managed futures funds. These objectives are intended to provide the foundation to become the dominant provider of content and information on hedge and managed futures funds. The company did not commence operations.

The principals of The Bornhoft Group are contributing authors to Searching for Alpha – The Quest for Exceptional Investment Performance (Wiley, 2000).

1999

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Via a first-of-its-kind agreement with Managed Account Reports, Inc. (MAR), The Bornhoft Group creates the MAR Trading Advisor CTA Index and launches the Managed Account Reports Trading Advisor Index Fund. The fund was the first to provide indexed managed futures investment opportunities based on the detailed CTA information collected by MAR.

1997

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The name of the company is changed to The Bornhoft Group Corporation.

In addition to the numerous articles contributed to leading financial publications over the years, Richard Bornhoft is a contributing author to The Handbook of Managed Futures – Performance, Evaluation and Analysis (McGraw-Hill, 1997).

1996

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Institutional Allocation to The Bornhoft Group (originally named Hart-Bornhoft, Inc.): The Bornhoft Group is one of three investment advisors selected by Bank of Montreal for its multiple-CTA fund.

1995

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The fund management subsidiary of Swedish banking giant Scandinaviska Enskilda Banken selects The Bornhoft Group (originally named Hart-Bornhoft, Inc.) as the trading manager of its first derivatives fund.

1994

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Institutional Allocation to The Bornhoft Group (originally named Hart-Bornhoft, Inc.): Bank of America launches its first multiple-CTA fund, hiring The Bornhoft Group as the trading manager.

Institutional Allocation to The Bornhoft Group: The Bornhoft Group is retained by the Chicago Transit Authority as the trading manager for its multiple-CTA allocation.

Institutional Allocation to The Bornhoft Group: Burns Fry Ltd. in Toronto moves a $20 million (Canadian) portfolio to The Bornhoft Group.

Institutional Allocation to The Bornhoft Group: The San Diego County Employee’s Retirement Association embarks on an aggressive managed futures program, allocating $45 million to managed futures.The Bornhoft Group is one of two trading managers selected to manage the allocation.

1991

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Institutional Allocation to The Bornhoft Group (originally named Hart-Bornhoft, Inc.): The Virginia Retirement System allocates $100 million to a managed futures pilot program. The Bornhoft Group is one of three trading managers selected for allocations. This is the largest dollar commitment ever by a state pension plan. At the request of this institutional investor, The Bornhoft Group produces its first bespoke multiple-CTA solution.

1989

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The Bornhoft Group (originally named Hart-Bornhoft, Inc.) begins development of a proprietary risk monitoring and CTA managed account platform for actively managing multiple-CTA portfolios. This platform provides a foundation for the firm’s risk management, monitoring, and review process, which are regularly applied to portfolio components.

1987

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