Sat, Mar 25, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Infovest21’s funds of hedge funds’ survey finds they are customizing their product to suit investor requirements

Thursday, May 30, 2013

Beverly Chandler, Opalesque London: Alternatives information provider Infovest21 run from New York by Lois Peltz has published its latest survey of funds of funds. The average asset size of the fund of funds organization responding to their survey was $3.9bn.

About one half of the respondents says asset flow is stronger than last year while 35% says it is about the same. About 15% said asset flow has dropped from last year. Infovest21 found that the average return/volatility target for 2013 is 9.7%/5.8%.

The typical fund of funds organization from Infovest21’s research has 221 investors with the average investor making a $5.1m allocation. High net worth/family offices make up about one-third of the average investor base while foundations and pensions each comprise 18%. Endowments account for about 17% of the client base while financial institutions (e.g. banks, insurance companies) comprise 12%.

The biggest change in the client base is more pensions as cited by 19% of the funds of funds. Another 9% highlighted more high net worth/family offices while another 9% cited more foundations.

Lois Peltz, president of Infovest21 and author of the report, said the average fund of funds allocates 25% to small managers (......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Hedge fund liquidations in 2016 surpass 2009 levels, new launches decline[more]

    Benedicte Gravrand, Opalesque Geneva: Even as the hedge fund industry's total assets exceeded the $3tln milestone last year, hedge fund liquidations increased. So much so that 2016 had the highest number of liquidations since 2008, claims the latest HFR Market Microstructure Report, re

  2. Hedge funds find no joy in macro as returns lag Trump rally[more]

    From Gulfnews.com: In 2017, macro hedge funds were expected to shine. So far? Not so much. It's been a far from impressive first two months for funds that trade around macroeconomic events. Discretionary funds rose just 0.3 per cent through February, according to Hedge Fund Research Inc., while the

  3. Strategies - Billionaire investor Marc Lasry shares how he's playing markets right now, Classic models are failing FX hedge funds desperate for return[more]

    Billionaire investor Marc Lasry shares how he's playing markets right now From CNBC.com: Buy on the prospect of deregulation. Sell on the enactment of deregulation. That's the strategy that billionaire investor Marc Lasry is implementing, according to an interview with CNBC in Las Vegas

  4. Opalesque Exclusive: Aberdeen makes the case for the lower mid-market[more]

    Bailey McCann, Opalesque New York: Aberdeen Asset Management has released a new paper focused on lower mid-market private equity. According to the paper, this segment of the private equity market is gaining popularity with private equity investors that are looking for multiple expansion and less

  5. Hedge funds await outcome of French elections, feel pinch on lower oil prices & weak dollar[more]

    Komfie Manalo, Opalesque Asia: Hedge funds felt the pinch of lower oil prices and weak U.S. dollar as the Lyxor Hedge Fund Index was marginally down as of the week ending 14 March, Lyxor Asset Management said in its Weekly Briefing. The Lyxor He