--- title: Emerging CTA Marketing Checklist | RJO Managed Futures --- [![RJO'Brien Managed Futures](https://rjomanagedfutures.com/hubfs/RJO-StoneX-Managed%20Futures.svg)](https://rjomanagedfutures.com?hsLang=en) [![RJO Managed Futures](https://rjomanagedfutures.com/hubfs/branding/rjomanagedfutures-inverse-logo.svg)](https://rjomanagedfutures.com?hsLang=en) - [Managed Futures](https://rjomanagedfutures.com/managed-futures?hsLang=en) - [Execution](https://rjomanagedfutures.com/execution?hsLang=en) - [Equity Raising](https://rjomanagedfutures.com/equity-raising?hsLang=en) - [Emerging Managers](https://rjomanagedfutures.com/emerging-managers?hsLang=en) - [About](https://rjomanagedfutures.com/about?hsLang=en) - [Contact](https://rjomanagedfutures.com/contact?hsLang=en) [Contact](https://rjomanagedfutures.com/contact?hsLang=en) # Emerging CTA Marketing Checklist An effective marketing strategy is essential for emerging Commodity Trading Advisors (CTAs) seeking to attract capital and establish credibility. Three foundational tools—tear sheets, pitch decks, and CTA database submissions—play a pivotal role in this effort. ## Tear Sheets Tear sheets are concise, visually appealing one-page summaries that highlight key performance metrics, strategy overview, risk statistics, and contact information. They should be updated monthly and formatted professionally to convey transparency and consistency. Including metrics like annualized returns, drawdowns, Sharpe ratio, and correlation to benchmarks helps investors quickly assess the program’s profile. ## Pitch Decks A well-crafted pitch deck expands on the tear sheet, offering a deeper narrative around the CTA’s philosophy, strategy mechanics, risk controls, and team background. It should include illustrative examples of trades, market environments where the strategy thrives, and a clear explanation of edge and differentiation. Visuals like charts and flow diagrams enhance engagement. The tone should be confident yet humble, emphasizing both potential and discipline. ## CTA Database Submissions Submitting to CTA databases (e.g., IASG, BarclayHedge, NilssonHedge) increases visibility among allocators and industry professionals. These platforms require detailed disclosures, track records, and strategy descriptions. Accuracy and consistency across submissions are critical. CTAs should monitor their listings and respond promptly to inquiries. ## Integrated Strategy Together, these tools form a cohesive marketing funnel: tear sheets attract attention, pitch decks build interest, and database listings provide access and validation. Emerging CTAs should also leverage email campaigns, webinars, and social media to amplify reach and build trust with prospective investors. ![RJO Managed Futures](https://rjomanagedfutures.com/hubfs/branding/rjomanagedfutures-inverse-logo.svg) **Effective May 31, 2026, futures trading and clearing services formerly provided through R.J. 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