2011 Consultant Search Forecast
April 2010
Abstract: Casey Quirk and eVestment Alliance have worked together to produce their fifth annual consultant search forecast. In this report, we highlight success factors common to asset managers best poised to win mandates from institutional investors, and outline the unfolding evolution of new investment frameworks among North America's asset owners. Some of the highlights include:
Abstract: Casey Quirk and eVestment Alliance have worked together to produce their fifth annual consultant search forecast. In this report, we highlight success factors common to asset managers best poised to win mandates from institutional investors, and outline the unfolding evolution of new investment frameworks among North America's asset owners. Some of the highlights include:
- Rising interest in illiquid strategies, spurred by inflation fears and liability-driven strategies
- Increasing allocations toward emerging markets equity and debt
- Continued demand for non-correlated investments, especially hedge funds
- Changing attitudes toward funds of hedge funds and other assembled portfolios
- Further globalization of core equity portfolios
The Hedge Fund of Tomorrow: Building an Enduring Firm
April 2009
Abstract: This report continues our longstanding collaboration with the Bank of New York Mellon on hedge fund research, and examines the business issues facing hedge fund managers in a rapidly evolving global operating environment. The report prescribes changes required to create durable hedge fund businesses, and measures expected demand from both institutions and individuals worldwide. Our research includes:
Abstract: This report continues our longstanding collaboration with the Bank of New York Mellon on hedge fund research, and examines the business issues facing hedge fund managers in a rapidly evolving global operating environment. The report prescribes changes required to create durable hedge fund businesses, and measures expected demand from both institutions and individuals worldwide. Our research includes:
- Findings from a survey of more than 150 investors, hedge fund managers, service providers and influencers
- Five-year growth projections for hedge fund assets and flows from institutional and individual investors worldwide
- Sizing estimates for hedge fund assets by strategy type and firm business model
- A diagnostic analysis of hedge fund industry challenges unveiled by the financial crisis
- A review of the new operating environment for hedge funds
- Success characteristics for hedge fund and fund-of-hedge-fund managers in the next decade
The New Gatekeepers: Winning Business Models for Investments Outsourcing
December 2008
Abstract: This report defines and explains the rise of investments outsourcing—the practice of delegating part or all of a portfolio to third-party, multi-asset specialists—among U.S. institutional investors. The study presents key findings from a Casey Quirk survey of more than 20 of America's largest investments outsourcing vendors. Some of the issues discussed include:
Abstract: This report defines and explains the rise of investments outsourcing—the practice of delegating part or all of a portfolio to third-party, multi-asset specialists—among U.S. institutional investors. The study presents key findings from a Casey Quirk survey of more than 20 of America's largest investments outsourcing vendors. Some of the issues discussed include:
- Sizing the investment outsourcing trend by number, type and size of U.S. investors
- Identifying institutional investors most likely to outsource investment portfolios
- Comparing various business models in investments outsourcing
- Outlining key success factors in the investments outsourcing business
- Explaining how asset managers can benefit from the trend
Institutional Demand for Hedge Funds 2
A Global Perspective October 2006
Abstract: This report, an update to our 2004 study, provides an updated and global view of the coming institutional demand for hedge funds. Institutional demand continues to transform the hedge fund industry, and institutions' experience with hedge funds is changing the way they invest.
In this paper, we summarize our views on the:
A Global Perspective October 2006
Abstract: This report, an update to our 2004 study, provides an updated and global view of the coming institutional demand for hedge funds. Institutional demand continues to transform the hedge fund industry, and institutions' experience with hedge funds is changing the way they invest.
In this paper, we summarize our views on the:
- The drivers of institutional demand
- Global institutional demand today
- The industry in 2010
- The requirements for institutional success
Institutional Demand for Hedge Funds:
New Opportunities and New Standards September 2004
Abstract: This report documents an important transition in the hedge fund industry: the shift in capital sourcing to institutional investors from wealthy individuals. This transition is having a dramatic impact on the hedge fund industry, from return expectations through client service requirements. Hedge fund firms will increasingly need to be more robust and resource-intensive businesses in order to successfully meet this emerging institutional opportunity.
In this paper, we summarize our views on the:
New Opportunities and New Standards September 2004
Abstract: This report documents an important transition in the hedge fund industry: the shift in capital sourcing to institutional investors from wealthy individuals. This transition is having a dramatic impact on the hedge fund industry, from return expectations through client service requirements. Hedge fund firms will increasingly need to be more robust and resource-intensive businesses in order to successfully meet this emerging institutional opportunity.
In this paper, we summarize our views on the:
- Current state of institutional interest in hedge funds
- Impact of future rising demand
- Keys to attracting institutional capital