Tue, Oct 21, 2014
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

Banner

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. Opalesque Exclusive: What's next for trend followers?[more]

    Bailey McCann, Opalesque New York: New research out from Ibbotson touches on a key debate happening among investors and fund managers, specifically whether long term trend followers can survive in the new

  2. Commodities - Oil wreaking havoc on small-cap energy stocks sliding 36%[more]

    From Bloomberg.com: Owning almost anything in the U.S. stock market has been a losing proposition since September. Owning smaller energy companies has been a catastrophe. Hercules Offshore Inc. and Resolute Energy Corp. are among 19 oil-and-gas equities in the Russell 2000 Index that lost more than

  3. Investing - Hedge funds favor equity long/short, Strategic bond managers hedge against further high yield sell-off[more]

    Hedge funds favor equity long/short From Securitieslendingtimes.com: Equity long/short strategies will generate good returns for hedge funds in the future, according to a panel at this year’s Risk Management Association Conference on Securities Lending in Naples, Florida. Panellists Sand

  4. Legal - Ex-hedge fund analyst weeps as judge hands down 5 year sentence, Former Columbus investment manager Steven P. Moore indicted on theft charges, SEBI confirms ban for Hong Kong hedge fund, SEC announces enforcement action against compliance officer[more]

    Ex-hedge fund analyst weeps as judge hands down 5 year sentence From Hereisthecity.com: An ex-hedge fund analyst was sentenced to 5 years in prison for his role in insider-trading scheme. The New York Post reports that former hedge fund analyst Matthew Teeple was sentenced Thursday to fiv

  5. Sparx optimistic about outlook for Japan[more]

    Benedicte Gravrand, Opalesque Geneva: According to SPARX, there are causes to be optimistic about the outlook for the Japanese market and the country's economy in general. Sparx Asset Management is a Tokyo-based asset manager, part of