2010 Consultant Search Forecast
February 2010
Abstract: Casey Quirk and eVestment Alliance have worked together to produce their fourth annual consultant search forecast. In this report, we recommend actions asset managers should take as they react to shifting asset allocations among North America's institutional investors. Some of the highlights include:
Abstract: Casey Quirk and eVestment Alliance have worked together to produce their fourth annual consultant search forecast. In this report, we recommend actions asset managers should take as they react to shifting asset allocations among North America's institutional investors. Some of the highlights include:
- Inflation fears and liability-driven strategies are driving asset allocation
- Manager turnover in traditional asset classes is surging
- A need for non-correlated alpha has revived interest in hedge funds
- US equity demand is cooling as investors explore foreign markets
eVestment Alliance Global Asset & Flows Review
December 2009
Abstract: eVestment Alliance's quarterly review of asset-gathering activity in the global fund management industry outlines asset growth and net new inflows fund managers report, with a particular focus on U.S. institutional marketplace. eVestment Alliance's review includes:
Abstract: eVestment Alliance's quarterly review of asset-gathering activity in the global fund management industry outlines asset growth and net new inflows fund managers report, with a particular focus on U.S. institutional marketplace. eVestment Alliance's review includes:
- A review of assets under management by domicile, asset class and client segment
- Estimated net flows into the fund management industry
- Detailed analysis of assets and flows by peer group in the institutional marketplace
- Information about reported fees
- Median returns disclosed by peer group
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
2009 Consultant Search Forecast
February 2009
Abstract: Casey Quirk and eVestment Alliance have worked together to produce their third annual consultant search forecast. In this report, we summarize search activity for 2008 as reported by consultants in the United States and Canada and provide a forward-looking perspective into search activity for 2009. Some of the highlights include:
Abstract: Casey Quirk and eVestment Alliance have worked together to produce their third annual consultant search forecast. In this report, we summarize search activity for 2008 as reported by consultants in the United States and Canada and provide a forward-looking perspective into search activity for 2009. Some of the highlights include:
- Traditional asset classes have regained favor
- Core and core-plus fixed income searches will surge
- Many consultants still expect significant search activity for alternatives
- Investors are continuing to globalize equity portfolios
- Demand for long-duration bonds slows as corporate plans delay LDI implementation
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