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.
The Evolution and Enduring Relevance of Funds of Funds
Don't Call It a Comeback explores the enduring important of alternatives funds of funds. A new Jefferies study shows that negative headlines get it wrong—funds of funds play a critical role in supporting early stage managers, allocating nearly 80% of early stage capital along with family offices. This paper outlines the critical role FoFs play in the alternatives ecosystem by providing relatively sticky capital to early stage launches.
Asset Allocation for the Next Decade
This publication explores why a diverse and sophisticated group of allocators are collectively aiming their scalpels at their portfolios and rethinking the most foundational part of their jobs: portfolio construction and strategic asset allocation.
A Deep Dive on ‘Technology’ Sector Funds
The very definition of “technology” is shifting, with profound implications for investors and hedge fund managers alike. In this sector deep dive, we survey over 50 leading allocators about their views, motivations and outlook for Tech specialist funds - understanding what “technology” means for these allocators and laying out what may lie ahead.
The Evolution of Investor Relations and Marketing
The roles of Investor Relations and Marketing professionals have drastically evolved from sole focus on investment fundraising, communication and reporting – they are now first responders, leading the frontlines of managing fundraising, investor onboarding, maintenance and developing thought leadership.