Valuation Resources

Hedge Funds

SIC 6726  |  NAICS 525990

The following guide provides sources for industry research and analysis including industry trends and statistics, market research and analysis, financial ratios, salary surveys, and more. See the following sections listed below to view available resources by category: industry analysis, trends, statistics, and forecasts; financial statements and financial ratios; compensation and salary surveys; and business valuation resources. For guides to other industries, see our index of over 400 industries.

Industry Analysis, Trends, Statistics, and Forecasts

Hedge Funds  (view report)
Private Equity, Hedge Funds & Investment Vehicles  (view report)
Comprehensive market 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 reports are available online.

HFA
About The Industry
http://www.hedgefundassoc.org/
Introductory section provides an overview of the industry and investment strategies used by its participants (e.g., global macro, distressed securities, emerging markets, market timing, multi-strategy, special situations) and includes references to additional sources of information. All information is accessible free online.

MFA
Industry Research
http://www.managedfunds.org/
Research section includes articles and publications from a variety of sources covering various aspects of the business, with topics covered including investment strategies, business practices, performance indexes, regulatory and compliance issues, tax developments, and more. All items are available free online.

HFR Industry Reports
https://www.hedgefundresearch.com/
Subscription service provides detailed information on the growth and composition of various sectors, with individual report titles including "Global", "Market Microstructure", "Asian", and "Emerging Markets". Summary description, detailed list of materials included, and sample excerpts from the reports are available online.

Alternative Investment Management Association
AIMA/ KPMG State of the Global Hedge Fund Industry
https://www.aima.org/
Comprehensive studies provide in-depth analysis of the industry on a global basis, with topics covered including fund performance, return and risk characteristics, diversification benefits, geographic implications, investor expectations, and changing regulatory landscape. Studies can be downloaded and viewed online.

BizMiner
Market Analysis
https://www.bizminer.com

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.



Financial Statements and Financial Ratios

BizMiner
Industry Financial Ratios
Investment Funds
https://www.bizminer.com  Search for "5259"
Five-year financial statement analysis includes income statements, balance sheets, and key financial ratios, with data available by sales size range on a national, state, and metro area level including:
Sample reports are available online.

IBISWorld
Hedge Funds
(see links for individual reports)

Cost structure benchmarks section of these reports provide an analysis of industry costs and profits as a percentage of revenue by income and expense category (e.g., purchases, wages, depreciation, marketing, rent and utilities, other expenses, and earnings before interest and taxes) and includes commentary on trends and expectations for specific categories. Sample report can be downloaded and viewed online.



Compensation and Salary Surveys

Job Search Digest
Compensation Report
https://www.jobsearchdigest.com/
Annual compensation survey provides base salary and cash bonus data for investment, management, and administrative personnel, with salary and bonus data broken out by group size (number of employees), firm size (number of employees), and fund performance. Sample report which includes the table of contents, a detailed list of figures, and selected excerpts from the survey can be downloaded and viewed free online.

Glocap Search, LLC
Glocap Compensation Report
http://www.glocap.com/
Comprehensive compensation study provides base salary and bonus data by fund size and performance for investment professionals, traders, and other management and administrative personnel based on candidate and placement data and input from Glocap personnel recruiters and client HR personnel, and also includes additional analysis and commentary concerning the factors that affect compensation for various personnel.


Business Valuation Resources

Alternative Investment Management Association
AIMA Guide to Sound Practices for Hedge Fund Valuation
https://www.aima.org/
International valuation guide provides guidance and recommendations for use by firms in developing and disclosing fair value measures for financial reporting purposes, with topics covered including governance; transparency; processes, procedures, and systems; and sources, pricing models, and methodology.

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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