Alternative Investment

Alternative Investment Trends that Hedge Funds Need to Know

Information gathered from investors between 2022 and 2024 sheds light on the sorts of investment strategies fund managers are favoring. This gives us a bird’s-eye view of the demand for each technique and how investors’ preferences change over time. More importantly, it gives us a clear picture of alternative investment trends that hedge fund managers …

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Are Liquid Alts Fees Too High

Are Liquid Alts Fees Too High?

One of the hottest investment trends of the past few years has been liquid alternative exchange-traded funds, also known as liquid alts or liquid alt ETFs. Investment strategies involving these specialized funds have enjoyed significant growth in popularity, although some argue that the prices charged by money managers are too high. First, let’s take a …

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mitigated downside risk

Have Hedge Funds Successfully Mitigated Downside Risk Over The Past 20 Years?

In a modern world characterized by uncertainty and risk, a growing number of investors are looking to hedge funds as a means to shield their assets against volatility, produce more predictable returns, and secure their financial future. But as with any other investment vehicle, knowing whether hedge funds have historically mitigated downside risk and acted …

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Hedge Fund Compliance 101

Compliance management is crucial for hedge funds, especially considering the strict regulatory requirements and addition of new rules that continually require industry professionals to pay close attention to their governance and compliance controls. The topic of compliance can be somewhat overwhelming, but you can narrow it down to four key areas: Due Diligence; Risk Management; …

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Who Benefits from a Firm-Wide Investment Risk  Assessment Solution? 

To remain competitive, asset managers, hedge funds, private banks, wealth  managers and family offices have been trying to modernize certain aspects of  their investment operations. Although the industry gets more sophisticated by the day, there are remaining gaps and challenges in identifying the various  investment risks which are often hidden from the untrained eye.  A …

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Risk Exposures and Concentration

How to Quantify the Risk Exposures and  Concentration of Multi-Asset Portfolios?

The evaluation of a portfolio’s overall risk exposure to normal or Black Swan market conditions cannot be adequately described by a single risk statistic. Instead, it requires the deployment of a selection of risk metrics and calculation methodologies, to ensure that the risk that one assumes to produce a performance, complies with given investment policy …

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