Tue, May 5, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Alternative asset industry’s initial fund marketing materials do not meet investors’ needs

Friday, October 04, 2013

Benedicte Gravrand, Opalesque Geneva:

There is a record 1,990 closed end unlisted private equity, real estate and infrastructure funds in the market, says financial research and advisory firm Preqin, all vying for investor commitments. To raise funds, fund managers must cast their net wider than the usual areas, and must provide the information that investors want to see – and in the correct format.

In its latest report called Best Communication Practices for Fund Marketers – Private Equity, Real Estate and Infrastructure, the research house examines the reasons unsolicited fund proposals do not make it through the initial filtering stage, and what investors actually want to see in a marketing document.

The report draws on the results of Preqin’s survey of more than 100 accredited institutional investors in August 2013. This survey revealed that investors want (1) "clear and standardized information from fund managers when receiving initial fund marketing documentation" (2) tools that enable them to compare fund marketing metrics.

Moving targets 61% of the investors surveyed find new opportunities via a direct approach from a fund manager, although as last year it was 72%, this suggest that investors are being more proactive when sourcing new investments. 37% of investors use placement agents, compared to 55% in 2012......................

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. SEC charges funds of hedge funds Alpha Titans, executives, and auditor for improper expense allocations[more]

    Update: Please note the important updated information at the end of the article.The Securities and Exchange Commission today announced charges against a Santa Barbara, Calif.-based hedge fund advisory firm and two executives involved in improper allocations of fund assets to pay undisclose

  2. Swiss group Pictet releases first public annual and financial reports[more]

    Benedicte Gravrand, Opalesque Geneva: Pictet Group, a Swiss private bank, has just released its first public annual report and financial report since it opened for business in Geneva in 1805. I

  3. Opalesque Exclusive: Carne establishes non-EU ManCo in Jersey[more]

    Benedicte Gravrand, Opalesque Geneva: For those managers who will not domicile their fund in the European Union (EU) and yet want to distribute it in the EU – especially the UK –, going under the wing of an AIFMD-compliant ManCo on the Channel Islands could be one of the ways to do it. Ch

  4. Opalesque TV: Aequam Capital: Asset management industry will be mainly quantitative going forward[more]

    Benedicte Gravrand, Opalesque Geneva: Before starting his boutique in 2010, Arnaud Chretien, co-founder and CIO of Aequam Capital, worked ten years as a market trader and 18 years as a quantitative and systematic fund manager for Soc

  5. Class-action lawsuit accuse hedge fund Standard General of holding American Apparel hostage[more]

    Komfie Manalo, Opalesque Asia: A shareholder class-action suit filed on Wednesday accused New York-based hedge fund Standard General of holding American Apparel hostage. It would reportedly reap huge benefits if the clothing company declared bankruptcy. Standard General is the controlling sto

 

banner