Managed Futures (CTA) Database

Valued at USD 3,000, the Barclay Managed Futures (CTA) Database has been the largest, most comprehensive, and most up-to-date source for managed futures data for over 20 years. We’ve combined the data contained in the Barclay Managed Futures database, the Barclay Multi-Advisor Futures Funds database, and the complete suite of Barclay CTA Indices into this single comprehensive database.

With the click of a mouse, you can research, evaluate, and contact futures managers located in global trading centers around the world without having to leave your desk.

Updated twice-monthly, The Barclay Managed Futures(CTA) Database provides you with the latest performance data for 999 managed futures programs. Our month-end updates provide you with the up-to-date monthly returns and assets for more than 96% of our universe of CTAs within 30 days. No other managed futures database has as many CTAs, and no other database firm delivers such a high percentage of up-to-date data.

“I use Barclay’s Commodity Trading Advisor (CTA) Database literally every business day.
 
I find it to be a dynamic and indispensable tool for the analysis and marketing of CTAs and managed futures funds.
 
The diversity of reports that can be generated, “in seconds”, pack an enormous amount of data into precise, effective and appealing formats."
 
George H. Rohrs, Jr. / Principal / Rohrs & Co. LLC

New Functionality:
Downloadable Data Integrated With Online Reports

Online reports provide users with the most current information in a user friendly format. Use Excel to sort and filter the entire Managed Futures (CTA) Database to find programs that match your criteria, then click on program names and download professional, easy to read, 8 page reports with the most up-to-date information.

Download a sample to see how this new functionality works. Learn more about DataFinder Pro in our Frequently Asked Questions.

Key Benefits

• Depth: The industry's largest and most comprehensive downloadable database of managed futures and multi-advisor futures funds. Complete qualitative and quantitative fund and manager data is combined with historical data streams for the complete suite of Barclay CTA Indices. The database has been trusted by Managed Futures professionals since 1987 as the most reliable and accurate measure of the industry's performance
• Usability: Store and use the complete database on your PC. Sort and filter any field or combination of fields; a truly relational database assigning unique IDs to all funds, managers and persons
• Accuracy: Reported direct from the source; refreshed twice each month with new funds, updated performance and assets, and important changes to fund and manager data
• Transparency: Disclosure of holdings, allocations, fees, performance, assets, key contact persons, direct email addresses and more
• Compatibility: Immediate download. Choose from native Microsoft Excel (spreadsheet) or Access (table) formats. 100% compatible with leading database environments including Backstop, Cogendi, Finlab, Informais, Markov, Matrix-AIMS, Pertrac, Risk Data, Style Advisor, TAO, and our proprietary MAP format.

"We here at JP Morgan believe that your data on the CTA industry and currency traders to be the best available..."
 
Ben Kilmartin CFA / Vice President / JPMorgan Asset Management

For Investors

Enhance and streamline the due diligence process and avoid costly mistakes. Easily sort and filter any field or combination of fields to compile a selection of funds and managers compatible with your objectives. Facilitates in-depth style and sector analysis, portfolio optimization and stress testing. Discloses underlying holdings, portfolio allocations, fees, investment minimums, historic monthly performance and assets, objectives, direct contact information and much more.

Customer Testimonial

"We rely almost exclusively on the Barclay CTA database..."
Patrik Säfvenblad, Phd
Head of Portfolio Management
RPM Risk & Portfolio Management AB
Stockholm, Sweden
http://www.rpm.se

For Researchers

Get results quickly. Gain insight into key strategies, tactics and core competencies. Sort, filter and compare any field or combination of fields directly on your PC and export results directly to third-party applications. Key contact persons, job titles, direct emails and accurate data points ensure you get the best return on your subscription investment.

Fund Information

• Legal name, domicile, status, inception date, currency and current assets in US Dollars
• Investment minimums, accepted investor types, management, performance, redemption and other fee structures, subscription and redemption frequency and notice periods, lock-up periods, hurdle rates and high water marks
• Investment objectives and unique features, primary, secondary and tertiary strategies and risk appetites, asset class and in-depth geographical exposure and focus, exchange listing and structural information
• Reporting style, use of leverage and options, long and short exposure, primary and secondary benchmarks, margin/equity ratios, frequency of trading, last audit and K1 status
• Monthly returns and monthly assets under management in both horizontal and vertical formats for ease of analysis
• Portfolio allocations and instruments by name strategy and percentage of NAV
• Fund administrator, advisor, custodian, prime broker and auditor, including key contact persons with phone number

Manager Information

• Firm name, domicile, complete postal addresses, website and general email address
• Multiple contact persons including job title, direct email, phone number and fax number
• Assets under management and National Futures Association registration details

Current Database Snapshot