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.

Whiplash 2022

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.

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”

From “In Lieu Of” to Necessary for Next Generation Operating Efficiencies

A relatively new phenomenon, what is commonly referred to as “outsourcing,” has matured and evolved so materially that many of these solutions are now seen as productivity tools for large institutions, rather than just substitutions for emerging managers.

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.