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.

Asia On My Mind

Rise of Interest in Asia Based Funds

Why are Asia based managers increasingly top of mind for allocators? We're measuring the highest interest in the region in the past three years, and break down the main drivers behind this trend. Looking at: 1) Growth in Market Cap, 2) Maturation of the Hedge Fund Industry, and 3) Pent up Demand to Travel.

Better Best Practices

Common Sense Communications in the Age of Social Media

Jefferies Capital Intelligence team has received numerous questions on how to adapt and upgrade communication strategies in the era of social media. We dig into how to tell, control and correct a story in 2021. With so many voices – how are managers managing their narratives?

Prime Sustainability Series

There’s No ‘EBITDA’ for ESG…Yet

How are alternative funds responding to broader sustainability trends in capital markets? Diving into fund ESG policies and processes, investor demand for sustainable products, and why concepts of financial materiality are critical to the next decade.

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.

The State of Our Union 2021

After a momentous year that reshaped the globe and capital markets, we are using this State of Our Union to conduct a deep dive revisiting the pillars of the hedge fund industry. 2020 findings revealed why the industry may be one of the most exciting and vital for the coming decade – and could be the start of a new golden age of hedge funds. We explore what it means to launch, grow and manage an alternative asset firm at this start of a new decade, and how diverse tailwinds may shape the years ahead.

Better Best Practices

ODD: Optimized, Dedicated, and Deliberate

Nearly every aspect of conducting business has been called into question this year, and the Better Best Practices series aimed to uncover and detail the actionable protocols and procedures that have evolved. We are providing data and anecdotes observed across the industry to better inform our clients how Operational Due Diligence has changed.

Are Financials the New ‘Must Have’ Specialists

For many investors, two sectors have dominated headlines (and in many cases, portfolios) over the last decade: Technology and Healthcare. But increasingly, the Financials sector is emerging as an area of keen focus – with trends that are driving innovation in the space, steady growth in new launches and product offerings, and a strong opportunity set in the sector. 

Resilience and Resurgence of Active Management

Funds, Flows, and the Future

Hedge fund industry health indicators include strong performance, asset inflows, and new launches – which have all been observed in 2020. A volatile year signaled the end to an otherwise quiet decade, and Jefferies Capital Intelligence Team is asking the question: is active management roaring back to life?

ESG: ‘E’-Harmony

The Quest to Standardize Environmental and Sustainable Reporting

Sustainable investing has long lacked the true standardization that that traditional financial reporting represents. But a growing number of ‘sustainable factors’ have been determined to be financially material. ‘E’-Harmony examines the what, how, how often, and why of sustainability reporting, and what may lie ahead for companies and asset managers alike. What are the challenges and opportunities moving forward for a harmonized set of clear, robust and accurate ESG reporting standards?