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.
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.
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.
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.
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.
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.
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 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.
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.
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.