Hedge Funds

SIC 6726 | NAICS 525990

The following guide to industry information, research, and analysis provides sources for industry trends and statistics, 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
• Business Valuation Resources

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

Comprehensive research reports provide in-depth industry analysis and five-year growth 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:

• Market size, product segments, and major markets
• Key statistics, market trends, and external drivers
• Operating conditions and current performance
• Competitive landscape and environment
• Major company profiles and market shares
• Five-year outlook and revenue forecast

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.

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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:

• 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)

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.

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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.

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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.

Business Valuation Resources, LLC
DealStats® - Private and Public Company Transaction Data
https://www.bvresources.com/  Select "Guest Search" to view data by industry

Interactive database provides detailed transaction data for over 38,000 private and public companies sold for prices ranging from under $250,000 to over $500,000,000, with valuation measures provided including market value of invested capital as a multiple of revenue, gross profit, EBIT, EBITDA, SDE, and book value of invested capital. User guide, free webinar, and sample reports are available online.

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