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Hedge Funds – Industry Analysis, Statistics, Trends, and Forecasts

SIC 6726  |  NAICS 525990

The following guide to industry research and analysis provides sources for industry statistics, trends, and forecasts, financial ratios, salary surveys, and more.

See the following sections listed below to view available resources by category:

For guides to other industries, see our index of over 400 industries.

Industry Analysis, Statistics, Trends, and Forecasts


Hedge Funds  (view report)
Private Equity Funds & Other Investment Vehicles  (view report)
Comprehensive industry research reports provide in-depth industry analysis and five-year forecasts, with special focus on the underlying structure and external forces and relationships that affect industries and their performance. Topics addressed in the reports include:
Sample industry research report and selected industry statistics including market size, five-year average growth rate, number of businesses, and total employment are available free online.

Hedge Fund Association
About Hedge Funds
https://www.hedgefundassoc.org/

Introductory section provides an overview of the industry and the strategies used by these funds and their expected volatility (e.g., aggressive growth, distressed securities, fund of funds, income, macro, emerging markets, market-neutral securities hedging, market-neutral arbitrage, multistrategy, market timing, short selling, event-driven opportunities, and value). All information can be viewed free online.


Managed Funds Association
Hedge Fundamentals
https://hedgefundamentals.org/

Free online resource covers various aspects of the industry and how it functions, with topics covered including the role of alternative investments in today’s capital markets, basic facts about hedge funds and who invests in them, investment strategies, tools, and techniques, regulatory environment, and a map that lists major institutional investors and the estimated dollar value of their investments by state.


Hedge Fund Research, Inc.
Global Hedge Fund Industry Report
https://www.hfr.com/

Annual report provides detailed information on current conditions and historical trends by investment strategy and geographic region, with report content sections including industry overview, HFRI index performance and risk/return analysis, asset flows and performance analysis by strategy ( e.g., equity hedge, fund of funds, event-driven, macro, relative value, emerging market), and UCITS investments.


BarclayHedge, Ltd.
Global Hedge Fund Database
https://www.barclayhedge.com/

Subscription database provides detailed information on individual funds, with data provided including company contacts, investment details, performance, assets under management, primary, secondary, and tertiary strategy categories, markets traded, geographical exposure, use of leverage and options, long/short exposure, primary and secondary benchmarks, and underlying portfolio average allocation.


Alternative Investment Management Association
KPMG/AIMA Global Hedge Fund Survey
https://www.aima.org/

KPMG survey interviews fund managers on topics that are defining their agenda, with topics covered in a recent survey including attracting and retaining talent, remote work challenges and opportunities, smart function outsourcing, innovating the IT/infrastructure environment, improving investor relations, increasing productivity and efficiency, and planning for the future. Surveys can be viewed free online.


Preqin Ltd.
Global Hedge Fund Report
https://www.preqin.com/

Comprehensive annual report provides a detailed analysis of this alternative investments sector, with report content sections including industry overview, management, performance, investors, strategies, league table rankings by size, funds by region, CTAs, liquid alternatives, and outlook and predictions. Sample pages which include the executive summary and table of contents can be viewed free online.


BizMiner
Investment Pools and Funds Market Analysis
https://www.bizminer.com  Search for "5259" to see reports for specific types of funds

Market analysis report provides industry statistics for a user-defined area on a national, state, county, metro area, or zip code level, with data provided including number of companies, market volume and sales trends, average company sales, sales per employee, staffing and employment trends, average employee wage, and business start up activity and failure rates. Sample report can be viewed online.


More Resources
For more industry research reports and other resources, see the following resource guide.

Financial Statements and Financial Ratios


BizMiner
Industry Financial Ratios
Investment Pools and Funds
https://www.bizminer.com  Search for "5259" to see reports for specific types of funds
Five-year financial statement analysis reports provide income statements, balance sheets, and key industry financial ratios for companies of all sizes, with financial data available by sales size range on a national, state, and metropolitan area level including:
Sample reports on a national and metropolitan area level are available free online.

IBISWorld
Hedge Funds
(see links for individual reports)

Financial benchmarking section of this report provides an analysis of industry income and expenses
as a percentage of annual revenues for pooled investment funds that trade in relatively liquid assets and are able to make extensive use of complex trading, portfolio construction, and risk management techniques to boost performance such as short selling, leverage, arbitrage, and financial derivatives.



Compensation and Salary Surveys


Job Search Digest
Hedge Fund Compensation Report
https://hedgefundcompensationreport.com/

Annual compensation survey provides base pay, bonus, and total compensation data for investment, management, and administrative personnel, with survey results broken down by years of experience, level of education, hours worked per week, group and firm size based on total number of employees, fund size, performance, and strategy, and geographic location. Sample report is available free online.


PayScale, Inc.
Hedge Funds
https://www.payscale.com/

Free online service provides salary, bonus, and hourly wage data for job positions in this sector such as office manager, quantitative analyst, investment analyst, investor relations associate, compliance analyst, software engineer, systems engineer, and fund accountant, with employers for which data is provided including Bridgewater Associates LP, BlackRock Inc., and J.P. Morgan Asset Management.



Business Valuation Resources


BVMarketData
www.bvresources.com
Private company sales transaction data for over 800 industries.



Related Industries:
Financial Planners and Investment Advisors
Private Equity Firms
Real Estate Investment Trusts
Venture Capital Firms

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