Highlights of Recent Investor Surveys
A December 2011 report entitled “The Money Trail” by Barclays Capital noted that despite recent market events, investors remain committed to hedge funds as an asset class. According to the report, approximately 60 percent of investors plan to increase their number of hedge fund managers, versus 15 percent who plan to reduce and 25 percent who plan to maintain current levels.
Some of the highlights of the Barclays report are as follows:
A majority, 56 percent, of surveyed investors plan to increase HF allocations in 2012 versus 8 percent who plan to decrease.
Pensions, endowments and foundations, and private banks are expected to be the most active allocators. Family offices and E&Fs on average have 25 percent of their AUM allocated to hedge funds.
Private pensions on average have 10 percent allocated to hedge funds, twice that of public pensions.
Private banks and insurance have less than 5 percent.
Investors are most likely to increase allocations ...Get Hedge Fund Investing: A Practical Approach to Understanding Investor Motivation, Manager Profits, and Fund Performance now with the O’Reilly learning platform.
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