Surveys & Rankings

Institutions Have Appetite for Smart Beta Hedge Funds

Smart Beta Institutional Investors

A survey conducted by Citi Prime Finance revealed that an overwhelming majority of institutional investors are planning to increase their allocations to risk premia and/or smart beta investments over the next three years. Citi’s survey included investors and intermediaries, mostly institutional, representing nearly $1 trillion of combined assets ... [read more]

Are We on the Verge of a Hedge Fund Renaissance?

hedge-fund-renaissance

Hedge funds have generally lagged long-only exposure to the U.S. stock market the past several years, and this has led to unhappy hedge-fund investors and increasing redemption pressure on hedge-fund managers. But according to Willis Towers Watson, which recently published its Global Alternatives Survey 2016, this might actually be “healthy” for ... [read more]

VC Funding Down in Q1 But Report Predicts Reversal

VC Funding Down in Q1 But Report Predicts Reversal

Global venture capital (“VC”) funding took a major dip in the fourth quarter, and the declines extended into the first quarter of 2016, according to a new report from KPMG and CB Insights. But the firms say they expect these declines to be short-lived, given the amount of liquidity around the globe hanging over from quantitative easing and other ... [read more]

Context Reports Allocators are Upbeat on Alternatives

Context Reports Allocators are Upbeat on Alternatives

Market volatility, geopolitical risk and the extended bull market are not deterring investors from increasing their allocations to hedge funds in 2016, according to a new report from Context Summits. In fact, nearly 80% of allocators intend to increase their allocations to hedge funds in 2016. In the report, Context also finds that allocators are ... [read more]

Private Equity Faces Regulatory, Tech, and Talent Woes

Private Equity Faces Regulatory, Tech, and Talent Woes

Relentless regulation is causing a seismic shift for private equity (“PE”) firms, according to EY’s 2016 global survey of 103 finance executive and 88 investors. The evolving regulatory requirement has created new challenges for PE firms, and technology and personnel haven’t necessarily caught up to regulators’ demands. Regulation First, it ... [read more]

Institutions Shifting to Illiquid Assets and Active Management

Institutions Shifting to Illiquid Assets and Active Management

Global macro-economic trends, anticipated market volatility, and the divergent monetary policies of the world’s major central banks are leading large institutional investors to embrace illiquid assets and active management in 2016, according to a recent BlackRock study. In the final month of 2015, the firm polled 170 of its largest institutional ... [read more]

Professional Investors Are Confident in Active Management

Professional Investors are Confident in Active Management

Heightened market volatility has many retail investors on edge, but it’s also a concern for industry professionals. In a recently published survey of professional investors, MFS found “a large number” of respondents expect continued market volatility, and that many will rely on active management to help them navigate the market’s choppy waters. ... [read more]

IRA Investors Increase Allocations to Illiquid Alts

IRA Investors Increase Allocations to Illiquid Alts

With stock-market volatility and valuations high, bond yields and interest rates low, and the geopolitical and global-monetary-policy future uncertain, investors are increasingly turning to alternative assets. Many retail investors are even looking past liquid alternatives to the new opportunities afforded by Title III of the JOBS Act, which was at ... [read more]

PwC-AIMA Survey Finds Silver Lining in Increased Regulation

PwC-AIMA Survey Finds Silver Lining in Increased Regulation

Nearly half of hedge fund firms plan on launching a new hedge fund by the end of this year, and hedge fund and liquid alternative assets under management (“AUM”) keep rising, according to a recent study published by PwC and the Alternative Investment Management Association (“AIMA”). This is despite – or in the survey authors’ view, possibly because ... [read more]

Managed Futures and Multi-Alternative Funds Continue to Dominate Asset Flows

Managed Futures and Multi-Alternative Funds Continue to Dominate Asset Flows

Asset flows into, and out of, liquid alternatives continued their year-long trend in November. Of the six alternative strategy categories, only two (managed futures and multi-alternative funds) saw inflows, while the remaining four continued their string of outflows. Two of three alternative asset classes saw inflows (volatility and currency ... [read more]