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managing investment fund
innovation

Overview | Highlights | Contents | Authors | Media | Presentations | Report website

 

Insight and perspective, with facts and data

  • Analysis of over 1,000 alternative UCITS funds available around the world
  • Which funds are getting money from advisors and investors, and why
  • Hedge fund strategies through Newcits
  • Distribution, communication, and marketing best practices
  • Findings from interviews with over 100 CEOs, distributors, managers, and regulators
  •  

    “A large number of alternative strategies promising absolute return instead delivered absolutely no return. In 2009, 15% of absolute return UCITS had a loss, which was a big improvement over the prior year when 72% of them had negative performance. Traditional funds also did poorly in 2008, but they never promised absolute return. This issue is central to expectation and product management and will govern the progress of many alternatives approaches.”

    How real is the alternative investment fund opportunity?

    Which managers are most successful at innovation and raising assets?

    Why are hedge funds finding difficulty promoting Newcits, and how is that changing?

    What do fund selectors, advisors, and investors really want from alternative managers?

    What are the best practices for gaining distribution and capturing sales?

    How can the industry manage the product and sales complexities around innovative alternatives?

     

     


    Strategic Insight Global: Research, Analysis, and Consulting for Investment Executives Worldwide

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