Equities
Strategic Content Perspectives & Ideas
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.
The Road to 2030
A Decade Defined by Data
This piece reflects on what investors, allocators, data buyers and data vendors are focused on to prepare them for the coming decade. We explore why the old and new "consensus" are different, why the best data is increasingly "boring" data, why identifying the right combination of data is more important than the right set of data, how data is redefining how investors channel check entire supply chains, and why privacy, policy, and regulation matter now.
20,000 Leagues Under the Sea
20,000 Leagues Under the Sea explores the efforts by cloud providers to leverage the ocean and rethink the logistics of one of the future’s foundational technologies. Real estate availability, cost of cooling and proximity to users are all challenges to the growth of cloud computing.
Quantifying Process
Preparing for the Age of Data Ubiquity
In an era of data ubiquity, the wealth of information can create a poverty of attention – and with it, the need to allocate attention more efficiently. Organizations are feverishly working to exploit the “internet level” shift that’s emerging from the data explosion – squarely turning their focus to the processes that will give them a competitive advantage in the long term. Quantifying Process is at the heart of how to turn the data deluge into a strength.
Quantifying Strategy
Building Data Strategies for the Next Decade
A deep dive into how investment firms are addressing the explosive growth of data. Jefferies conducted nearly 50 in-depth interviews with investment managers, lawyers, accountants and data providers to get a more holistic and detailed understanding of emerging data. Quantifying Strategy details the current range of approaches to institutionalizing data strategies, and explores initial efforts to build long term solutions.
Quantifying Intuition
Mapping the Data Science Landscape in the Hedge Fund Industry
Have we reached a tipping point? Data science is now, and will increasingly be, of strategic importance to all hedge funds in the coming years. We explore this mainstreaming of data science solutions means managers, investors and counterparties should be informed about and conversant in the opportunities and challenges offered by these technologies.
Shannon Murphy
Head of Strategic Content
+1 212 336 1139
Annette Rubin
Strategic Content
+1 212 778 8361