The top four hedge fund investment strategies for the second quarter of 2018 were Equity Hedge, Macro, Blockchain/Crypto, and Event-Driven, according to a new survey carried out by the Hedge Fund Association in conjunction with UMB Fund Services.
The Top Hedge Fund Strategies survey, which polled the views of institutional and family office investors, alternative investment managers and industry executives, also reveals that the most impactful sources of differentiation are uncorrelated strategies, firm reputation/pedigree, management team experience, performance, and fees.
In addition, the top four hurdles to new fund development are capital raising, regulatory/tax implications, fund structure/terms and costs, and infrastructure and outsourcing (#4). And when it comes to investor reporting challenges, the top five are customisation, portfolio performance analysis, timing, privacy, and delivery.
“UMB Fund Services is pleased to collaborate with the HFA to better understand the industry trends and challenges our alternative investment clients are facing,” says Jill Calton, senior vice president and director of alternative investment operations at UMB Fund Services. “Our ability to understand and adapt to an ever-changing market environment positions us to best meet client needs, now and into the future.”
HFA President Mitch Ackles (pictured), says: “The HFA welcomes the opportunity to conduct surveys and gain further industry insights as an important part of its mission and commitment to the entire alternative investment community.
“We are honoured that UMB Fund Services has chosen to become a Thought Leader sponsor, collaborating with HFA in this initiative.”
