Strategic Content Perspectives & Ideas
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Funds, Flows, and the Future
Hedge fund industry health indicators include strong performance, asset inflows, and new launches – which have all been observed in 2020. A volatile year signaled the end to an otherwise quiet decade, and Jefferies Capital Intelligence Team is asking the question: is active management roaring back to life?