Getting Listed On Autumn Gold

Add Your Program for Free Listings & Stat Reports

Autumn Gold CTA Services

Free Manager Listings & Stat Reports
For Customized Tear Sheets, Due Diligence Reports, or Power Points call 719-685-9671 or email [email protected]

Listing Requirements & Forms

  • CTAs Registered with the NFA
  • Exempt CTAs & CPOs - These programs will be marked as "Exempt" unless an accepted non-QEP disclsoure document has been filed with the NFA
  • Offshore CTAs & CPOs not registered with the NFA - These programs will be marked as "For Non-US Investors Only"
  • Managers should seek legal or compliance advice in regards to specific regulations regarding listing on the Autumn Gold site
  • Autumn Gold retains the right to decline to list any CTA for any reason.
  • There is no cost for NFA members to list on Autumn Gold. Listings typically take one week to process. Expedited listings are $100 and will be completed within 1 business day.
  • Autumn Gold provides services to more than 100 brokers that have collectively raised more than $500 million over the last decade.
  • CTAs may list their net client performance & program assets under managment (Gross Performance is not acceptable)
  • CTAs may list their proprietary performance & program assets under management
  • Proprietary & Client performance should be clearly marked
  • All performance should match the performance listed in the CTA's most recent disclosure document
  • Any changes in performance should be reported to Autumn Gold in a timely manner
  • QEPs that can accept non-QEP clients should provide a copy of their NFA acceptance letter
  • If you already have a program listed with Autumn Gold you can add a new program by first logging into our Managers Login and then choosing the Add New Program Link.

Updating, Reporting & Accessing your Information

Manager's can add/edit their profiles, peformance, or assets under management by logging in here

Login using your credentials. If you don't can't find your username and password click on the Forgotten Password link on the Manager's Login Page.
Once you are logged in you will see a screen like this. To add/edit performance double-click on the cell you wish to add/edit

performance screen 1

If you have more than one program there will be multiple tabs across the top. To open, just click on the tab of the program you want to work on.
The program in bold is your current selection. Tab Screen

Add the monthly return as a % and the assets without the commas. Commas will be added by the system.

Add Performance
To Avoide Double Entries - Click the submit button ONLY ONCE
Just click on the cell you wish to edit and make the necessary changes.

Add Performance

Hint: If you want to edit a cell with 0 assets you will need to enter the assets as a number less than 1 such as .01 or else you will get an error.
To Avoide Double Entries - Click the submit button ONLY ONCE
To edit your Contact Information or CTA Profile click on the list icon and follow the instructions.

Once you are logged in you will see a screen like this. Each tab contains three icons.

performance screen 1

View your Profile by clicking on the CTA Profiles Your Profile will open in a new window.

View your Tear Sheet by clicking on the Tear Sheets Your Tear Sheet will open in a new window.

performance screen 1

Year to Date numbers are automatically calculated. Check to make sure that your numbers agree. If the difference is slight you may want to carry out your performance to three decimal places.

Common Mistakes: The most common mistake is entering a postive number as a negative or a negative as a positive. The second most common mistake is entering one month's data twice.
The best results click on the "PRINT TO PDF" link at the top right of any page.
Each Tear Sheet can be customized by Date Range and by Program/Index Comparisons

Date Range: Each report defaults to 60 months of performance. You can change this by selecting new start or end dates from the drop down menu.

Then click on the "Reload Leaf Report" button.

startdate
Index/Program Comparisons: Your Monthly Report Comparisons will default to the Autumn Gold CTA Index and the SP 500 TR Index. You may eliminate either Index by clicking on the delete button

You may compare your program to a variety of indexes and to other CTA programa. Choose the index/Program from the drop down menu and then click on the "Reload Leaf Report" Button