Investment Manager Research & Reporting
Manager Services
Performance Reporting, Research Visibility & Analytics for Investment Managers
Managers receive complimentary access to their own Stat Reports, featuring their firm's logo & contact information.
Why List Your Program with Autumn Gold?
Autumn Gold helps investors, brokers, and industry professionals discover and evaluate investment programs through independent performance reporting and analytics. We welcome CTAs, futures funds, hedge funds, and FX programs. Managers may choose public or restricted visibility, subject to eligibility and applicable requirements.
Free Program Listings
Submit manager, strategy, and performance information for review without a listing fee. Listed managers also receive complimentary access to the standard Autumn Gold reports for their own programs.
Independent Performance Reports
Listed managers receive complimentary access to Autumn Gold's Standard Reports for their own programs, including historical returns, charts, risk statistics, and drawdown information. Managers may include their own firm logo and contact information while retaining the Autumn Gold reporting format. They may share their reports with brokers, prospective investors, and industry professionals, subject to applicable disclosure requirements.
View Sample Standard Report →Broker & FCM Research Channels
Autumn Gold reporting can help brokers, FCMs, consultants, and other professionals research and compare CTA programs using a consistent analytical framework. Some participating brokers focus on introducing CTA programs to suitable investors.
Browse Broker Directory →Institutional Program Listings
Managers with at least $10 million in assets under management may be considered for the Institutional research database. Depending on eligibility and applicable restrictions, an Institutional listing may be separate from a public listing.
Institutional inclusion is subject to review and does not imply endorsement or an investment recommendation.
How to Get Started
Use the manager registration form to introduce your firm and its programs.
Submit the information needed for review, including strategy and performance details.
Work with Autumn Gold to determine the appropriate visibility and available reporting features.
Optional Service: Estimated MTD Performance Reporting
Provide More Timely Performance Context
For managers who want to display preliminary month-to-date performance between official monthly reports, Autumn Gold offers an optional paid reporting service. Where available, the report may show an estimated return, an as-of date, reference account details, and accompanying disclosures.
Estimates are preliminary and unaudited and may differ from final monthly performance. Results may be gross or net of fees, as specifically disclosed. Managers are responsible for reviewing and approving information they provide or authorize for publication. Availability is subject to data and disclosure requirements.
One program
Up to two programs
Ask About MTD Reporting →Why Are Program Listings Free?
Autumn Gold generates revenue through individual investor subscriptions, professional research access, broker-branded and white-label services, Institutional analytics, and optional manager reporting services.
Complimentary program listings help Autumn Gold maintain a broad and useful research database for investors, brokers, and institutions. Managers are not charged to list their programs or access their own standard reports.
Fees for optional services do not influence the performance calculations, research rankings, or analytical results presented by Autumn Gold.
Our History and Continuing Evolution
Autumn Gold was founded in 1994 with a straightforward objective: to consolidate investment manager performance data and help investors identify programs with historically independent return patterns that could complement an existing portfolio.
Over the years, Autumn Gold has expanded beyond performance reporting to provide research and analytical tools, including its Portfolio Builder, correlation analysis, advanced risk statistics such as the Omega Ratio, and tools for evaluating managers within their historical trading cycles.
Today, Autumn Gold continues to develop new analytics to help investors, brokers, and institutional allocators evaluate managers, understand changing performance characteristics, and examine portfolio relationships across an expanding alternative investment universe.
Questions About Listing Your Program?
We can help you understand the listing process, reporting options, and appropriate visibility for your program.
Listings, distribution, and access are subject to eligibility, data availability, and applicable restrictions. Inclusion does not guarantee broker introductions, investor interest, allocations, or future performance. Services and fees may be revised.