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Surveys & research

Jeremy Davies, RSRCHXchange

Asset managers reduce bank research spend ahead of MiFID II

Thu, 12/01/2017 - 08:51

There has been a distinct shift of research budgets away from the top nine investment banks, according to an analysis of the readiness of asset managers for the research unbundling rules coming into effect in January 2018. »

Don Steinbrugge, Agecroft Partners

Smaller hedge funds will outperform in 2017, predicts Agecroft Partners

Tue, 03/01/2017 - 13:14

Smaller hedge fund managers will continue to outperform during 2017, according to Don Steinbrugge Managing partrner of Agecroft partners, who has revealed what he sees as being the top hedge fund industry trends for the coming year. »

James Williams, Hedgeweek

FIS report reveals changing chemistry between funds and investors

Wed, 21/12/2016 - 10:43

Hedge funds need to strike the right balance between macro pressures and the often differing needs of its clients if they are to survive, according to a new report by FIS, a specialist in financial services technology.  »

Survey

Revealed! Why 80 per cent of investors choose hedge funds…

Tue, 20/12/2016 - 10:12

What are the top challenges facing the hedge fund industry today and in the future? Why do investors continue to invest in hedge funds, despite the negative perceptions and performance issues cited in the media? Where is the upside for hedge funds in this current climate? In a crowded marketplace, how do hedge funds differentiate themselves? »

Matt Osborne, Altegris

Advisers to increase allocations to managed futures in 2017

Tue, 20/12/2016 - 08:41

Advisers consider managed futures a critical component of client portfolios, according to an adviser survey commissioned by Altegris Advisers, a provider of alternative investments. »

Investors shifting from traditional hedge funds to other alternatives

Investors shifting from traditional hedge funds to other alternatives

Mon, 19/12/2016 - 09:43

Hedge fund managers are feeling the pressure from changing investor demands, with 48 per cent of investors globally expecting to shift their investments from traditional hedge funds to other alternative products over the next three to five years, according to an EY survey. »

John Hailer, Natixis

Institutional investors turning to active management in 2017, says Natixis

Wed, 14/12/2016 - 09:30

World political and economic events could push the level of market volatility higher in 2017, with institutional investors turning to active management and alternative assets to manage risk and boost returns as a result, according to a study by Natixis Global Asset Management. »

Kevin Kozlowski, Greenwich Associates

Buy-side expecting gloomy bonus season despite US stock market rally

Wed, 14/12/2016 - 08:27

Even as US equity markets soar, pay levels in the asset management industry are on the decline in 2016, marking the second consecutive year of reduced compensation for professionals at traditional asset management firms and the third for hedge funds. »

Tom Lehrkinder, TABB

EMEA stock-index futures volume to increase 17 per cent from 2015

Tue, 13/12/2016 - 10:20

Financial regulations are driving market participants from an over the counter (OTC) market structure to an exchange-listed environment, shaping where investors search for instruments to manage exposure. »

Jim Suglia, KPMG

Increased investor demands spur optimism for women in alternatives, says KPMG report

Mon, 12/12/2016 - 08:57

Increasing interest from investors to allocate more capital into women owned and managed funds, coupled with public support from industry leaders, is spurring optimism for women in alternative investments, according to KPMG. »

Scott E Couto, Fidelity Institutional Asset Management

Institutional investors expect increase in asset allocation changes over next two years

Thu, 01/12/2016 - 09:36

Institutional investors worldwide are expecting to make more asset allocation changes in the next one to two years than in 2012 and 2014, according to the Fidelity Global Institutional Investor Survey. »

Sven Kasper, State Street

MiFID II is top concern for asset managers, says State Street research

Mon, 21/11/2016 - 10:23

Nearly three quarters (73 per cent) of asset managers are concerned about the challenges presented by MiFID II, research by State Street Corporation shows. »

Monica Summerville, TABB

Capital markets firms upgrade to real time big data analytics, says TABB Group

Thu, 17/11/2016 - 10:01

Capital markets firms are turning to real time big data analytics for alpha generation, risk management, compliance, consumer metrics and to monetise insight, according to research from TABB Group. »

Jack Inglis, AIMA

Liquidity management top priority for fund managers and institutional investors

Wed, 16/11/2016 - 13:51

Nearly half (48 per cent) of respondents to a survey by State Street Corporation and the Alternative Investment Management Association (AIMA) say that decreased market liquidity is a secular shift that is here to stay. »

Valerie Bogard, TABB

Quant hedge funds at forefront of creating alpha from alternative data, says TABB

Thu, 10/11/2016 - 14:10

Quantitative hedge funds have been at the forefront of creating alpha from alternative data, according to a report from TABB Group – “Capturing Alternative Alpha: The Rise of Alternative Data Sets”. »

Hedge fund performance has insurers reducing exposure, says AM Best

Hedge fund performance has insurers reducing exposure, says AM Best

Wed, 09/11/2016 - 10:02

With interest rates remaining persistently low NAIC Schedule BA assets, which include alternative investment securities, have generally provided insurers with the potential for higher risk-adjusted returns to help mitigate the decline in higher portfolio book yields, according to a AM Best report. »

Amol Dhargalkar, Chatham Financial

Forex volatility leaves companies more exposed than ever, says Chatham Financial

Tue, 08/11/2016 - 09:39

Many businesses are failing to fully protect themselves against the most significant financial risks they face, according to a study from Chatham Financial. »

J Timothy Reilly, SS&C

Asset managers to boost allocations to alts, loans, equities and mutual funds, says SS&C survey

Fri, 04/11/2016 - 13:56

More than a third of asset managers plan on increasing investments in commercial loans, alternatives, derivatives, equities and mutual funds over the next 12-month period, according to a survey by SS&C Technologies. »

Activist hedge funds only deliver returns during takeovers, says UNC research

Activist hedge funds only deliver returns during takeovers, says UNC research

Wed, 02/11/2016 - 10:32

Activist hedge funds often push the management teams they target to pursue a sale of the company, which is the only reliable strategy for generating a return for themselves and the shareholders of the companies they target. »

David Beveridge, SimCorp

Investment managers optimistic about own growth prospects, says SimCorp survey

Wed, 02/11/2016 - 10:26

Investment managers are expecting significant growth in terms of assets under management (AuM) and revenue in the next three years, according to a survey by investment management solutions provider SimCorp. »

Marc Weingarten, Schulte Roth & Zabel

Stakeholders more accepting of shareholder activism, says report

Tue, 01/11/2016 - 13:31

Acceptance and support for shareholder activism continues to increase across all constituencies, according to a report from law firm Schulte Roth & Zabel (SRZ), published in association with FTI Consulting. »

Marc Denogent, HFR

HFR to launch HFRI-I futures contract

Mon, 31/10/2016 - 17:25

Hedge fund data provider HFR is at an advanced stage of working with one of the large global derivatives exchanges to develop a new investment product, the HFRI-I futures contract, a contract based on the HFRI-I Fund Weighted Composite Investable Index.  The firm writes that once launched, this will be an industry first.  »

Amy Bensted, Preqin

Asia hedge fund industry sees drop in launches in Q3

Mon, 24/10/2016 - 09:40

North America-based hedge fund managers accounted for 76 per cent of the 118 new launches in the third quarter, a 12-month high, while both Europe and Asia Pacific-based managers accounted for smaller proportions. »

MPI’s endowment research shows highest performers in 2016

Fri, 21/10/2016 - 14:40

Research and analytics firm MPI has published an assessment of Ivy League endowments’ 2016 FY Performance. The firm writes that asset allocation remains the largest determining factor in endowment performance. »

Up arrow

Preqin reports seven months of positive returns for hedge funds

Thu, 20/10/2016 - 12:56

Preqin’s latest hedge fund report finds that although  hedge  funds  are  under  sustained  investor  scrutiny,  the  third  quarter  of  2016  saw  continued  improvement  in  the performance  of  the  asset  class,  marking  seven  consecutive  months  of  positive  returns  for  the  industry.   »

Jack Inglis, AIMA

Innovation to play critical role in managing hedge funds, says KPMG/AIMA survey

Thu, 20/10/2016 - 07:44

Hedge fund managers are innovating and increasing their investment in technology to create new competitive advantages and to address regulatory and operational issues, according to a new study. »

Stéphane Rambosson, DHR International

Proportion of female hedge fund and private equity partners on the increase

Tue, 18/10/2016 - 10:45

One in eight (12 per cent) partners at hedge funds, private equity firms and other investment partnerships are now women, up from one in 10 (10 per cent) last year and the year before, according to DHR International. »

Institutional investors and family offices continue allocating to alts in 2016

Institutional investors and family offices continue allocating to alts in 2016

Fri, 14/10/2016 - 09:34

Ninety two per cent of institutional investors and family offices have allocated to two or more funds in 2016 while 73 per cent of investors reported a net increase in their investments to alternative investment strategies since 2015. »

Todd Moyer, Confluence

Asset managers prioritising process automation and regulatory reporting

Tue, 27/09/2016 - 09:01

Asset management professionals continue to prioritise back-office automation and managing increased regulatory reporting, according to the 2016 Asset Management Industry Trends Survey by Confluence. »

Steve Nadel, Seward & Kissel

Vast disparity in types of investors securing side letter arrangements

Tue, 27/09/2016 - 08:44

Funds-of-funds entered into side letters – special agreements that hedge fund managers sometimes make with investors, overriding general terms applicable to other investors – six times as often as non-profit institutions and nearly four times as often as corporate pension funds. »

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