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.

The Library of COINgress

Charting a New Course for Diligence

While user adoption of digital assets hit critical mass 2022, stress tests then revealed growing pains in the ecosystem and gave investors pause. Our latest installment in The Library of COINgress digs into some nuances of digital assets investing – from investment and operational due diligence, to evolving third-party support and regulation.

The Next Chapter of “Outsourcing”

Transition to Productivity Solutions

Outsourcing’, using third parties for business functions such as trading and c-suite solutions, has not only gained popularity, but has materially evolved. Our latest piece details how outsourced solutions are now seen as productivity solutions, not only for start-ups but for many mature, established firms.

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.

The $50 Billion Question

Strategic Share Class Construction for the Next Decade

Share class construction is a timely topic of discussion with clients and their partners. In The $50 Billion Question, we take a deep dive into the materiality of fund fees. They’re misunderstood, don't need to be a zero sum game, and are critical for building enduring organizations and durable relationships.

The Library of COINgress

Digital Assets for Institutions

2021 marked a record number of... record numbers for digital assets, extending far beyond the coins. Massive and meaningful capital raises were seen from companies and institutions across the industry. The Library of COINgress: Digital Assets for Institutions is a 2022 primer, leveraging long-term data and current investor insights to map out the digital assets ecosystem for institutional managers and allocators.

The State of Our Union 2022

After three strong years of asset raising and performance, leaders are taking stock of new levers to utilize and opportunities to grow their enterprise values, strengthen their organizations, and stand out in the competitive landscape. The latest State of Our Union takes a deep dive into how changes in capital markets and market structure are impacting investing and business building decisions in 2022.

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.

Prime Sustainability Series

Terms, Fees & ESG: Why True Alignment Matters

There is considerable hunger for products classified as an ‘ESG’ or ‘sustainable’ one. We investigate what it means for this diverse array of products and potential alignment of terms, fees, and structure between allocator and managers.

Both Sides of the (Bit) Coin

Who Benefits from Digital Asset Institutionalization

The institutional infrastructure to support crypto-related assets is being built out, and may accelerate broader based acceptance for the asset class over time. Both Sides of the (Bit) Coin unpacks top drivers of this institutionalization and some of the implications as this trend evolves.

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.