BarclayHedge Blog

Whether a private investor or institutional, a fund distributor or allocator, all individuals charged with the daunting task of fund selection are confronted with a similar problem. We call this "falling in love" with a fund. For the pragmatist, the love story may begin with an upward-sloping line chart. For the romantic, it can be solidified in a marketing pitch spilling sexy Greeks and spattered with an enticing financial glossary. This article takes a closer look at the problem that this phenomenon creates for fund selectors and presents some suggestions on how to reduce the chance of qualitatively weaker funds from becoming approved through this bias while reducing the costs of the selection process.

Read the full study here.


Hedge Fund Due Diligence Reports

BarclayHedge and SwissAnalytics have teamed up to offer hedge fund and CTA due diligence. As a BarclayHedge member receive an exclusive 10% discount on your first Hedge Fund Due Diligence Report from SwissAnalytics.

SwissAnalytics offers a comprehensive approach to systematically score each fund on more than 140 qualitative risk factors. SwissAnalytics researchers conduct full-service due diligence on the entire range of hedge fund and CTA strategies and managers located anywhere in the world in a timely and cost-effective manner.

To download a sample Due Diligence Report, simply fill out this short request form.

Labels: cta due diligence, due diligence, hedge fund due diligence, hedge fund risk, hedge fund risk analysis