Investor & Allocator Research

Investor Services

Research tools, manager data, portfolio analytics, and institutional reporting for investors reviewing managed futures, CTA programs, and alternative investment strategies.

Research & Educational Resources

Autumn Gold provides independent tools and educational resources to help investors understand manager performance, risk, drawdowns, portfolio relationships, and the structure of managed futures programs.

Managed Futures Research Review

A paid introductory review for investors who would like help understanding Autumn Gold reports, CTA profile pages, rankings, risk statistics, and portfolio modeling tools.

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Omega & Risk Analysis

Compare managers within a selected strategy or market group using Omega and complementary risk statistics including Sharpe, Sortino, Calmar, drawdown, return, and related measures.

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Understanding Managed Futures

Review educational material on diversification, portfolio construction, managed futures benchmarks, historical market behavior, and the role of CTAs within a broader investment portfolio.

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Methodology & Definitions

Review the performance, risk, drawdown, statistical, and reporting definitions used throughout Autumn Gold reports and research tools.

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For Individual Investors

Individual Leaf Subscription

$295/year

Full access to CTA profiles, rankings, performance data, statistical reports, and portfolio modeling tools for personal investment research.

CTA & Fund Profiles — Detailed manager and program information
Rankings — Sort and compare programs using performance and risk measures
Statistical Reports — Historical return, drawdown, and risk analysis
Portfolio Builder — Build and analyze hypothetical manager portfolios
Historical Performance — Monthly return histories and comparative analytics

Individual Leaf access is licensed to one named subscriber for personal, noncommercial research. Reports, data, login credentials, and other subscription materials may not be distributed or used in professional, client-facing, or commercial services without a separate Autumn Gold license.

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For Family Offices, Institutions & Professional Allocators

Institutional Analytics

Available now — manager universe expanding. Individual institutional manager listings, research reports, and available analytics can already be reviewed. Autumn Gold is actively adding managers and continuing to build out the broader institutional research environment.

Institutional users may require a narrower manager universe, deeper comparative analysis, more frequent monitoring, and reporting tailored to an internal research process. Subscribers can begin with the managers already available and also add programs they already follow to create a more customized research universe.

Manager Selection & Comparison

Compare managers across return, risk, drawdown, strategy, market exposure, and other institutional criteria.

Drawdown & State Analysis

Review current and historical manager conditions using drawdown, recovery, and contextual research analytics.

Market Context

Evaluate manager behavior alongside broader CTA-market conditions and selected external market measures.

Portfolio Research

Analyze combinations of managers, diversification, correlations, risk characteristics, and allocation structures.

Daily Data Where Available

Representative-account or other daily performance information may be available for selected programs, subject to source and disclosure requirements.

Custom Research & Reporting

Build a restricted manager universe, research workflow, or reporting package around an institution's specific requirements.

Custom Manager Universe

Add up to 20 subscriber-supplied manager programs at no additional charge. This allows subscribers to begin building a meaningful custom research universe immediately. Programs may remain private to your organization or, with appropriate authorization, be included in the broader institutional research universe.

Institutional Subscription — $1,000/month

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.

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Contact Autumn Gold

For investor research, subscription questions, or institutional analytics, contact Kim Avery.
719-685-6183 | kim@autumngold.com