How to Start a Profitable CTA

At Turnkey we’re constantly evaluating how we can continue to provide our current, and even our prospective clients, with best-in-class service. To assist prospective clients considering a CTA or fund launch, Turnkey has created and is now offering a free fund and CTA forecasting tool.

CTAs and CPOs Beware; Required Disclosure Updates

During these unprecedented times many firms are seeing temporary and permanent changes to how they are conducting business. As firms adjust to the Covid-19 pandemic, one area that Turnkey Trading Partners (“Turnkey”) has seen being largely overlooked is Commodity Trading Advisor (“CTA”) and Commodity Pool Operator (“CPO”) obligations to update offering and disclosure documents, as well as, marketing materials for material events.  Within this article we will look at how the pandemic could affect and require a CTA or CPO to update both offering documents as well as marketing materials.

CTA Performance Reporting and Allocation Variance

NFA audits evaluate many compliance items. An area not often discussed is performance reporting, bunched or blocked orders, and what is or is not acceptable rate of return variance for CTA and CPO registrants. This article discusses these points and Turnkey’s experienece with them over the years.