Institutional Allocator Services
Autumn Gold's Institutional Subscription is designed for family offices, institutional investors, allocators and other professional research users seeking deeper manager analytics, access to select institutional-only programs, and the ability to build a customized manager research universe. The institutional manager universe is actively being expanded, while individual institutional manager listings, research reports and available analytics are already accessible.
A Broader Manager Research Environment
The institutional service extends beyond standard manager profiles by combining manager-level research, proprietary analytics, restricted manager access and a customizable manager universe in one environment.
Institutional Analytics
Access deeper Autumn Gold research designed to provide additional context around manager behavior, drawdowns, recovery, momentum, historical state comparisons and broader market conditions.
- Manager State research
- State Momentum context
- Market Health analysis
- Historical drawdown and recovery context
- Comparative manager research tools
Institutional-Only Manager Listings — Now Expanding
Autumn Gold is actively expanding its institutional-only manager universe. Individual institutional manager listings, research reports and available analytics are already accessible, with additional programs being added as the service develops. Availability may depend on manager authorization and program eligibility.
- Individual institutional manager profiles available now
- Restricted institutional-only programs as they are added
- Additional program information where authorized
- Institutional research reports and statistics
Research & Comparative Analysis
Use Autumn Gold manager reports, statistical measures and comparative tools to evaluate managers within a broader institutional research framework.
- Manager research reports
- Performance and risk statistics
- Portfolio and comparative context
- Historical manager observations
Independent Research Infrastructure
Autumn Gold has maintained CTA and Managed Futures data and research resources since 1994. The institutional service builds on that database with additional manager research and specialized institutional analytics.
Build Your Own Institutional Manager Universe
Institutional subscribers may add up to 20 additional manager programs to their Autumn Gold institutional research universe at no additional charge when the subscriber supplies the required program and performance information.
This allows subscribers to begin with the managers they already follow rather than waiting for the broader institutional universe to be fully built out. Once added, those programs can be incorporated into applicable Autumn Gold manager reports, statistics, comparative analytics and institutional research tools.
Institutional Analytics Framework
Autumn Gold's institutional analytics are designed to add historical and cross-manager context to traditional performance statistics. These tools are descriptive research measures and are not investment recommendations.
Manager State Analysis
Places a manager's current performance condition in the context of its own historical drawdowns, recovery path, return ranges and prior observations.
State Momentum
Adds short- and intermediate-horizon context to show whether a manager's current state has recently been improving, deteriorating or remaining comparatively stable.
Market Health
Examines cross-manager participation and drawdown stress to provide broader context around the environment in which individual managers are operating.
Who the Institutional Service Is Designed For
The service is intended for professional research users who need more than a public manager profile or standard subscription database.
- Family offices
- Institutional investors and allocators
- Registered investment and research professionals
- Financial firms conducting manager research
- Organizations maintaining a proprietary manager watch universe
Custom research, specialized reporting and data projects may be available separately depending on scope and data requirements.
Includes institutional analytics, access to select institutional-only manager listings, and the ability to build a customized research universe with up to 20 subscriber-supplied programs included at no additional charge.
Discuss Institutional Access
Kim Avery
719-685-6183
kim@autumngold.com