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
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:
- Market size, product segments, and major markets
- Key industry trends, statistics, and financial ratios
- Operating conditions and current performance
- Competitive landscape and environment
- Major company profiles and market shares
- Five-year outlook and growth forecasts
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:
- 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
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.
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