Hedge Funds – Industry Analysis, Statistics, Trends, and Forecasts
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
- Market size and major product and service segments
- Key industry statistics, trends, and financial ratios
- Operating conditions and current performance
- Competitive landscape and environment
- Major company profiles and market shares
- Five-year outlook and growth forecasts
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.
For more industry research reports and other resources, see the following resource guide.
Financial Statements and Financial Ratios
Investment Pools and Funds
https://www.bizminer.com Search for "5259" to see reports for specific types of funds
- Income and expenses in dollars and percentages
- Balance sheets in dollars and percentages
- Profitability and return on investment ratios
- Liquidity and working capital ratios
- Asset turnover and efficiency ratios
- Capital structure and debt service ratios
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
Financial Planners and Investment Advisors
Private Equity Firms
Real Estate Investment Trusts
Venture Capital Firms
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