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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 (......................

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