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Prime Services C-Suite Newsletter – October 2024
Regulatory Initiatives, Liquidity Trends, and AI in Relationships
Our newsletter, Jack-of-all-Reads, shares the latest and greatest insights in a brief read on a monthly basis. Please let us know of any comments or questions – we welcome and appreciate your continued partnership.
Digital Health: Below the Surface
Digital health is the latest healthcare theme capturing investors’ attention. Data breakthroughs in life sciences have been around for decades (Think: CRISPR DNA editing), but our healthcare systems are going through a complete digital transformation in the wake of Covid-19. Digital Health: Below the Surface, unpacks the digital health universe, the institutional investor landscape, and how this area differs from other sub-sectors in life sciences.
Capitalizing on Consciousness?
Innovative Mental Health Solutions
Our severe and growing mental health crisis impacts over a billion lives, with over $1 trillion in annual costs. The field of psychedelic medicine gives some investors hope we may be on the cusp of a mental health treatment breakthrough. Our latest piece explores this area of Biotech which has recently seen advances in drug development, institutional investment, and state legalization.
Healthcare Alternatives Landscape
The Road to Half a Trillion
The Jefferies Prime Services team recently conducted a deep dive across the healthcare alternative funds competitive landscape. Across many topics explored, it is clear healthcare funds have evolved and matured considerably in recent years. Read the executive summary of our findings, and for access to the full suite of data and analysis - contact your Jefferies salesperson.
Healthcare – Why Care?
Assessing External Healthcare Managers: Allocator Considerations
Over the next decade, healthcare will be a transformative sector that allocators continue to lean into as they build and adapt portfolios - not only in search of investment returns, but investment in our future. Healthcare – Why Care? is meant to be a helpful guide for allocator’s for investing in the sector, mapping the investable universe, identifying key trends and themes, and exploring critical considerations when moving from interest to allocation.
Checking the Pulse:
A Deep Dive on Healthcare Specialist Funds
Healthcare has become too large a sector for many allocators to ignore – and given the industry’s complexity, potential volatility, and technical nature, many report seeking exposure via active management. Checking the Pulse: A Deep Dive on Healthcare Specialist Funds explores the backdrop for these investments and digs into the broad and diverse levers that can drive conversion of interest into allocation.