Institutional Research & Restricted Manager Access

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.

$1,000/month
Contact Autumn Gold
Built for Institutional Research

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.

Private to Your Organization Subscriber-supplied programs can remain private within the subscribing institution's research universe and are not automatically made available to other subscribers.
Shared Institutional Universe Where appropriate authorization and data rights have been provided, a program may be made available to other Autumn Gold institutional subscribers.
Proprietary Research

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.

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.

Discuss Institutional Access

Kim Avery
719-685-6183
kim@autumngold.com

Autumn Gold provides research tools, manager information, statistical analysis and reporting resources. The Institutional Subscription is not an offer to buy or sell any commodity interest or other investment, and Autumn Gold does not manage customer accounts through this service. Past performance is not necessarily indicative of future results. Futures and other alternative investment strategies involve substantial risk of loss and are not suitable for all investors.