The Capital Playbook 2023

Raising Assets in an Era of Rebalancing

Across the globe, allocators are reassessing and rebalancing their portfolios. Regardless of fund size, the desire to develop relationships and raise assets requires a renewed approach to branding, marketing and investor relations. Hedge funds that can effectively express their value proposition in this new regime are likely to develop new partnerships and strengthen their pre-existing relationships. The Capital Playbook 2023 provides key insights for marketing and investor relations strategy, talent, travel, and customized products.

Progress Check on Emerging Markets

What Happens as Developing Markets Develop?

The world is going through a transitional period, and investors are revisiting their views of and exposure to emerging markets. There has been considerable change in the last decade, with geopolitical shifts, Covid closures, and emerging opportunities.  Whether it’s the rise of the Middle East, India’s population growth outpacing China, or China evolving into its own category – topics of discussion are endless. Progress Check on Emerging Markets unpacks latest investor sentiment and areas of interest in these rapidly shifting asset classes.

Uncertainty & the Value Proposition of Hedge Funds

In 2022, hedge funds had their best year of outperformance in over a decade. Investors are curious how hedge funds will navigate further volatility, uncertainty, and unexpected market events. The Value Proposition for Allocations to Hedge Funds investigates how managers have outperformed during market turbulence and what role they may play in allocators’ portfolios in the year ahead.

Capital Raising in a Transition

The Road to 2025

Allocators are looking for the right partner for the next decade, with billions at stake. While PMs and risk managers remain laser focused on adapting portfolios to navigate rate rises, unpredictable markets and currency risk, marketing and IR decision makers are developing new strategies to build more enduring asset bases and LP pipelines. Capital Raising in a Transition addresses the people, policies and processes that are developing next generation asset growth and retention strategies.

Whiplash 2022

Navigating Markets Both Familiar and Foreign

Headlines are focused on perceived underperformance of hedge funds this year, however the opposite is true. After all, you can't compound capital you don't preserve. Whiplash 2022 explores first half market performance, and why outperformance matters in these scenarios – even if it comes from unlikely places.

Capital Raising in a Recession

Attracting Assets in Volatile Environments

The path to raising and retaining assets can be challenging during a recession, but not impossible. In our piece on Capital Raising in a Recession, we examine sentiment and strategies surrounding capital allocations against a recessionary backdrop, supported by investor insights and historical data.

Understanding Allocators

Pioneering Portfolios: Next Generation of Endowment and Foundation Investing

Pioneering Portfolios is the third piece in our series to better understand a variety of allocator verticals. This piece takes a look at the endowment and foundation channels - how they are similar and different in investment objectives, portfolio construction, structural preferences and GP needs.

Understanding Allocators

The Evolution of Fund of Hedge Funds

The Evolution of Fund of Hedge Funds is the second piece in a series to better understand a variety of allocator verticals. We are taking a look at the fund of hedge fund channel; their changing and variant business models, and the value of partnering with these groups.

2021: Year of the Launch?

Emerging Manager Insights

New and emerging managers are providing a critical source of hedge fund industry innovation, and we take a deep dive into these recent trends in 2021: Year of the Launch? Focusing on new entrants, launch timing, rising fees, notable asset flows, and what may lie ahead.

Understanding Allocators

The Stability of Wealth

Digging deeper into allocator verticals, Jefferies Capital intelligence is helping GPs and LPs better understand each other. The Stability of Wealth highlights the ins and outs of bank platforms, looking at how they’re structured and how to maximize your partnerships.

Asia On My Mind

Rise of Interest in Asia Based Funds

Why are Asia based managers increasingly top of mind for allocators? We're measuring the highest interest in the region in the past three years, and break down the main drivers behind this trend. Looking at: 1) Growth in Market Cap, 2) Maturation of the Hedge Fund Industry, and 3) Pent up Demand to Travel.

Are Financials the New ‘Must Have’ Specialists

For many investors, two sectors have dominated headlines (and in many cases, portfolios) over the last decade: Technology and Healthcare. But increasingly, the Financials sector is emerging as an area of keen focus – with trends that are driving innovation in the space, steady growth in new launches and product offerings, and a strong opportunity set in the sector.