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

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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 Market Analysis Reports
Investment Pools and Funds
https://www.bizminer.com  Search for "5259" to see available reports

Market analysis reports provide 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

https://www.bizminer.com  Search for "5259" to see available reports

• 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

(see links for individual reports)  (sample spreadsheet)

Financial benchmarks section provides detailed comparative income statements and balance sheets and over twenty-five industry financial ratios, with financial benchmarks available for each of the five most recent fiscal years and on a historical average basis for three-year, five-year, and ten-year time periods. Sample spreadsheet that includes breakdowns by total asset size can be viewed free online.

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.

BV Guides and Databases

BVMarketData
Private Company Sales Transaction Databases
https://www.bvresources.com/

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