2019 State of Our Union: Turning Point

With an acceleration of specialists, a considerable shift in the research process, and the first wave of millennials assuming senior decision making roles – the State of Our Union dives into the invisible forces shaping the alternatives industry’s next chapter.

Momentum Economies for the Digital Age: The Case of Israel

Israel has reached a new level of maturity and dynamism, with considerable opportunities for public, private and alternative investors. Just as global manufacturing growth powered numerous economies forward in recent decades, the global supply chain’s increasing reliance on innovation and intellectual property will continue to fuel Israel’s momentum in the years ahead.

Tech-tonic Shifts

A Deep Dive on ‘Technology’ Sector Funds

The very definition of “technology” is shifting, with profound implications for investors and hedge fund managers alike. In this sector deep dive, we survey over 50 leading allocators about their views, motivations and outlook for Tech specialist funds - understanding what “technology” means for these allocators and laying out what may lie ahead.

Next-Generation First Responders

The Evolution of Investor Relations and Marketing

The roles of Investor Relations and Marketing professionals have drastically evolved from sole focus on investment fundraising, communication and reporting – they are now first responders, leading the frontlines of managing fundraising, investor onboarding, maintenance and developing thought leadership.

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.

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.

The New ODD – Operational & Data Diligence

Considerations for Allocators and Managers

The New ODD explores some of the implications for the due diligence process given the considerable rise in developing data strategies in recent years – and the related regulation and governance issues.

The State of Our Union 2018: Too Much Information, Not Enough Intelligence

We’ve shifted from a landscape of scarcity and first-mover advantage to one of data ubiquity, where the winners emerge on the back of better navigating the data deluge. State of Our Union 2018 argues three forces will shape the next decade of hedge fund success: i) Capital intelligence, ii) Resource intelligence and iii) Organizational intelligence and we investigate the critical importance all three will play in a firm’s success.

MIFID II

Unintended Consequences

This publication explores the implications of one of the broadest and farthest-reaching European regulations in recent memory – looking across market structures and participants to better understand how these rules may work in practice.

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.