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Research collection

Spot delivery, forwards and futures

Research collection · collection spot-forwards-futures

Population:
US registered funds (N-PORT filers), pool grain
Economic date:
per object
Cutoff:
not selectable, working data
Version:
Working data, not yet released
Access:
demo

Scope

Included examples
Unsettled FX and commodity spot, rates, equity, NDF, freight, power and weather, perpetual contracts
Object and linkage distinctions
Product specification, dated contract and transaction or position; a continuous series is a reference
Proposed specialized panels
Underlying, currencies, multiplier, fixing and expiry, settlement and delivery, margin, funding and roll rules

Supported questions

  • Which funds report listed forward or futures positions?

Limitations

  • Notional, direction, and sensitivity are not served; a reported value is not a risk measure.

Coverage

Listed contracts appear in N-PORT statements; their reference exposure is not yet measured.

Coverage of Spot delivery, forwards and futures in the pilot universe on 2026-09-13; catalog inclusion, observed records, retrievable fields, and supported analytics are independent.
DimensionStateNote
Catalog inclusionIncludedOne of the fifteen research collections
Observed recordsPartialListed contracts appear in N-PORT statements; their reference exposure is not yet measured.
Retrievable fieldsPosition fieldsIssuer, category, reported value, share of net assets, country
Supported analyticsNone validatedNo accepted analytic; measures require accepted inputs and methods