AIMA/Barclays Survey Shows Strong Trend to Investor/Hedge Fund Partnerships

Date: Tuesday, June 24, 2014
Author: AIMA / Barclays

The Alternative Investment Management Association (AIMA) today released a new survey conducted with Barclays on Investor/Hedge Fund partnerships (see attachment).

The survey of investors and managers, called ‘The Extra Mile: Partnerships between Hedge Funds and Investors’ revealed that partnerships of varying forms between hedge funds and their investors are becoming increasingly common. More than three-quarters of managers and two-thirds of investors who took part in the survey said they had entered into partnerships. The survey found five key elements of partnerships: access to expertise and resources; customized products and solutions; co-investment; product seeding; and equity stakes. The survey revealed a number of benefits to investors, including improved knowledge and understanding, better alignment of interest with managers, and better value for money.

The investors surveyed manage a combined $2 trillion in assets, of which approximately $260 billion is allocated to hedge funds. They include pension funds, endowments, foundations, sovereign wealth funds and family offices globally. The managers surveyed manage approximately $200 billion in assets.

For Canadian comment on the survey please contact AIMA Canada COO James Burron at jburron@aima-canada.com or (416) 453-0111.