College Endowments’ Largest Allocators To Hedge Funds

  NOTE: * As of 30 June 2014  ** As of 31 December 2014  *** As of 31 August 2014 **** As of 31 March 2015, endowment only ***** E&F value as of 30 June 2014; allocations as of 30 June 2015 ****** As of 31 May 2014 (1) Assets in absolute return; does not include […] Read more »

Graphic of the Day: Hedge Fund Allocations of Family Offices

By Hedge Fund Insight staff Family Offices reduced their exposure to hedge funds by 10 percent in the 12 months ending in May, according to a report by UBS Group AG and London-based research firm Campden Wealth. Over one third (34 percent) of family offices intend to decrease their allocations to hedge funds, according to the […] Read more »

How Do Pension Plans Monitor Their Hedge Funds, For Example Florida SBA?

pensions-jpg-651x464

By Simon Kerr, Publisher of Hedge Fund Insight   The Florida State Board of Administration runs the  $141bn Florida Retirement System Pension Plan through an Investment Advisory Council. As a public body it’s papers are available online, and an exploration of the material gives an insight into the way large pension plans, and State sponsored plans in […] Read more »

Smaller Insurers Represent Sales Opportunity For Hedge Funds

By Gary Shub and Team at The Boston Consulting Group (BCG)     The quest to diversify assets as insurers hunt for higher returns in a low-interest-rate environment suggests that there might be a significant opportunity for asset managers—both independent and insurance owned—to curate and offer alternative investment products for small insurance companies in the […] Read more »

Graphic of The Day – Hurdle Rates & Tiered Fees in Hedge Funds

From the Alternative Investment Management Association (AIMA)*   Among the findings in AIMA’s paper “In Concert – exploring the alignment of interests between hedge fund managers and investors” :  One-in-three managers now charge performance fees above a hurdle rate, such as a fixed percentage or an index-based benchmark Three-quarters (77%) of managers offer or are […] Read more »

How to Make Hedge Fund Side Pockets Work for Investors and Managers

By Evan Judd, Director of Bell Rock Group Side pockets are a useful portfolio management tool that have been around for a number of years, and offer measurable benefits to both investors and hedge fund managers. However, there are also some notable drawbacks as well as possibility for abuse that demand recognition before considering its […] Read more »

Behavioural Analysis for Investors in Hedge Funds

BIz Cards FOF trap grey green jpg

By Aimee F. Kish, CAIA and Leanne ten Brinke, Ph.D. on behalf of TeamCo Advisers Introduction Emoji is widely considered the fastest growing language in the world. Deemed the first truly global vernacular, Emoji has spread dramatically since its creation in 1999. The language consists of static objects, gesturing hands, depictions of actions, and a […] Read more »

Distressed is Investors’ Preference Within Event-Driven

By the Capital Solutions Team of Barclays Prime Services*   In light of the recent performance of event-driven HFs, we wanted to understand how it had affected investors’ perceptions of the strategy, and what their likely allocation plans were with regard to event driven strategies as a result. Performance versus investor expectations We began by […] Read more »

Millennials Open to Persuasion on Retail Hedge Funds

liquid alternatives 5

by Hedge Fund Insight staff,   Approximately 70% of Millennial investors are interested in alternative mutual funds, and wish they knew more about the benefits of alternative investing, according to a recent survey by AMG Funds, the U.S. retail distribution arm of global asset management company Affiliated Managers Group, Inc. (NYSE: AMG). The survey polled […] Read more »