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.

Our Commitment to Investor Education

Autumn Gold is committed to providing investors with access to basic investment manager information and educational research resources at no charge. We believe this information can help investors better understand Managed Futures, research investment programs, and evaluate historical performance and risk. For those seeking more comprehensive information, statistical reports, and portfolio modeling tools, we offer expanded research access through our Leaf Subscription.

Complimentary Research Resources

Explore educational material and definitions, along with the public manager information available through Autumn Gold.

Understanding Managed Futures

Read about diversification, portfolio construction, Managed Futures benchmarks, historical market behavior, and the role of CTAs within a broader portfolio.

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Methodology & Definitions

Explore the performance, risk, drawdown, statistical, and reporting definitions used in Autumn Gold research and reports.

View Free Methodology

Public CTA & Fund Profiles

Browse available manager and program information and selected performance data. Expanded reporting and analytical tools are available to subscribers.

Explore CTA Profiles

Public CTA Rankings

Review publicly available CTA rankings and compare selected performance results. Additional ranking and statistical tools are available with Leaf.

Explore CTA Rankings

For Individual Investors

Individual Leaf Subscription

$295/year

For investors who want to move beyond basic performance information, Leaf provides expanded research tools for comparing managers, examining historical risk and return characteristics, and exploring hypothetical portfolio combinations.

CTA & Fund Profiles — Detailed manager and program information
Rankings — Sort and compare programs using performance and risk measures
Statistical Reports — Historical returns, drawdowns, Sharpe, Sortino, Calmar, Omega, and related 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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Additional Research Assistance

Managed Futures Research Review

Investors who would like assistance understanding Autumn Gold's reports, statistics, CTA profile pages, rankings, and portfolio modeling tools may inquire about a personalized educational research review. This is a separate, paid service and does not constitute individualized investment advice or manager recommendations.

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Institutional & Portfolio Monitoring Services

For family offices, institutions, and industry professionals with additional research or reporting needs, Autumn Gold offers separate services tailored to their requirements.

For Professional Allocators

Institutional Analytics

Evaluate and compare investment managers, explore correlations and hypothetical portfolio allocations, and develop a customized research universe that may include up to 20 subscriber-supplied programs. The institutional manager universe continues to expand.

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Custom Reporting Engagements

Portfolio Monitoring Services

Explore customized manager and portfolio reporting, ongoing risk analysis, and account-level information where supported by the available data. Scope, data-entry responsibilities, availability, and pricing are arranged individually.

Explore Portfolio Monitoring

Contact Autumn Gold

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