BHA Investor Monitor

The BHA Investor Monitor is a weekly newsletter that analyzes and reports on the global alternative investor community. It was launched in 2007 to provide the alternative industry with insights from the vast amount of quantitative and qualitative data that is continuously gathered by BHA research analysts.

Articles in the BHA Investor Monitor are written by BHA research analysts who speak with investors daily about alternative investments, the industry, and the economy. At the core of BHA’s research are alternative mandates obtained through one-on-one interviews with thousands of investors. BHA analysts speak with investors in more than 200 countries and 15 categories who have a minimum of $25 million dedicated to alternatives. This extensive coverage lets BHA gather comprehensive and timely data on investor interests in hedge funds, private equity and real estate funds, and funds of funds.

When speaking with investors, analysts ask questions regarding their alternative investment plans and allocations. Strategies, sectors, geographic regions, and track records are just a few of the 26 fund characteristics covered during the interviews. The data is compiled and analyzed to identify trends and market movements. The articles produced by BHA contain the results of this analysis.

The BHA Investor Monitor is published and distributed on a weekly basis to 30,000 industry professionals.

To review past editions of the BHA Investor Monitor by fund type click here, or to review by issue, see below.

Issue Date Lead Article
05/03/2012 Frontier Markets Hold Risk and Reward for Investors
04/19/2012 Investors See Opportunity in North America's Oil and Gas Boom
04/12/2012 Asian Investors: New Prospects for Hedge Funds and Funds of Hedge Funds
04/05/2012 Merger Arbitrage: A Traditional Strategy May Begin to Gather Steam
03/30/2012 Small Endowments Face Unique Investment Challenges
03/22/2012 The Art and Science of Phone Canvassing
03/15/2012 Strategy Insight: Opportunistic and Value-Added Real Estate
03/08/2012 Strategy Insight: Venture Capital
03/01/2012 Strategy Insight: Distressed Debt
02/16/2012 Strategy Insight: Growth Capital
02/09/2012 Strategy Insight: Buyout
02/02/2012 Strategy Insight: Event Driven
01/26/2012 Strategy Insight: CTA/Managed Futures
01/20/2012 Strategy Insight: Global Macro
01/13/2012 Strategy Insight: Long/Short Equity
01/06/2012 Strategy Insight: Distressed Credit
12/22/2011 U.S.-Focused Hedge Funds Grow in Popularity in 2011
12/15/2011 As the Big Names Close, Smaller Funds Stand to Gain
12/08/2011 European Private Equity Investors Stick Close to Home
12/01/2011 Counterparty Risk Is Back
11/17/2011 Private Equity Funds Draw Investors' Attention
11/03/2011 Investors' Liquidity Preferences Differ by Region
10/27/2011 U.K. Pensions Join Together in a Time of Austerity
10/20/2011 Global Macro: The Most Sought-After Hedge Fund Strategy
10/13/2011 Using Institutional Alternative Investor Databases with CRM Applications
10/06/2011 New Opportunities for a Bearish Market
09/29/2011 Consultants and the Private Equity Fundraising Cycle
09/22/2011 Fund Managers Find Communication Is Key
09/15/2011 The Healthcare Sector Keeps Attracting Private Equity Investors
09/08/2011 Hedge Funds are Better Prepared to Cope with Redemptions
09/01/2011 Increased Volatility Leads Investors to Market-Neutral Funds
08/25/2011 Balancing the Demands of Due Diligence Reviews
08/18/2011 Merger Arbitrage: A Popular Strategy Among UCITS Investors
08/11/2011 Fundraising and the Importance of Branding
08/04/2011 Researching the Investor Universe to Identify Prospects
07/22/2011 Greece: Fund Managers Stay Away
07/14/2011 Not Your Typical Private Equity Investors
07/07/2011 Closed-End Fund Strategies Attract Investors
06/30/2011 Why Fund Marketers Find BHA Compelling
06/24/2011 Recent Hedge Fund Inflows: Some Observations from the Field
06/17/2011 E-mail Campaigns: How to Improve Response Rates
06/09/2011 Investors Seek to Hedge Tail Risk, and Managers Respond
06/02/2011 Global Macro Is Hitting Its Stride
05/27/2011 Some Hedge Fund Investors Still Look to Funds of Funds
05/19/2011 Returns of Distressed-Debt Hedge Funds Rise
05/05/2011 Investors See CTA Funds as an Inflation Hedge
04/28/2011 Investors Prefer Single-Manager, Single-Strategy Funds
04/21/2011 Gains and Diversification Are Top Priorities for Emerging-Market Real Estate Investors
04/14/2011 Investors Seek More Focused Fund Strategies
04/07/2011 Investors Seek Residential Real Estate Opportunities
03/31/2011 Specialist Private Equity Funds Attract Investor Interest
03/24/2011 Pitch Book Versus "Prompt Book"
03/17/2011 Phone or E-Mail Canvassing: Which is Best?
03/10/2011 Effective Marketing is Key
03/03/2011 When It Comes to Beta, Less 05/Be More
02/10/2011 Frontier Markets Making Push
02/04/2011 Sector Funds of Interest to Active Investors
01/27/2011 Alpha in Demand
12/16/2010 Emerging-Market Allocations Likely To Increase
12/09/2010 Hedge Fund Investors Seeking to Take Advantage of Increased Merger Activity
12/02/2010 Institutional Investors Building Internal Fund Evaluation Team
11/18/2010 Investors Using Real Estate Funds as Source of Alpha
11/11/2010 Thinking Outside the Box
11/04/2010 Fund of Funds Seeking Consistency in Underlying Managers
10/21/2010 Real Estate Investors Have Their Pick of the Litter
10/14/2010 Credit Funds Are Rising in Popularity
10/07/2010 Demand for Volatility Arbitrage Funds Increase
09/30/2010 Endowments Back to School
09/23/2010 Government Pension Funds Looking for Small-Mid Market Buyout Funds
09/16/2010 Despite Volatility Investors Remain Interested in Brazilian Funds
09/09/2010 Strengthened Focus on Risk Management
09/02/2010 Investors Shift Toward Fixed Income Hedge Fund Strategies
08/26/2010 Regulation & Investor Sentiment
08/19/2010 Hedge Funds an Investment for All Markets
08/05/2010 The Evolution of the Family Office
07/29/2010 Africa: The Next Emerging Market?
07/22/2010 Larger Allocators Favoring Managed Accounts
06/17/2010 Regionally Focused Funds in Higher Demand Than Their Country-Specific Counterparts
06/10/2010 Short Bias Interest Soars
06/03/2010 Strong 05/Performance Propels Interest in Market Neutral Funds
05/27/2010 Swedish Investors Interested in Global Macro Funds
04/29/2010 Investors In Asia Keep It Close To Home
04/15/2010 Emerging Market Managers on the Front Lines
04/07/2010 Healthcare Pensions Taking Control of Their Investment Decisions
03/18/2010 Brazil Real Estate Funds in 2010
03/11/2010 For PE Fund Managers, Non-Fund Raising Periods are Crucial
03/03/2010 Distressed & Special Situation Investors
02/18/2010 The Key to Family Offices
02/10/2010 Global Macro Interest Increases
02/03/2010 BHA to Release Q4 Research Report
01/14/2010 MBS Opportunities Exist but Investor Interest Lags
01/06/2010 Managed Account Platform Trends
12/17/2009 Copenhagen and Climate Change By Michael Marolda
12/10/2009 Family Offices Adjust Portfolios on the Fly
12/03/2009 Short-Bias Funds Enjoy Renewed Interest
11/23/2009 Improving Email Marketing Campaigns
11/11/2009 Long/Flat: The New Trend
11/4/2009 Insurance Companies Showing Interest in Private Equity Funds
10/29/2009 CTA/Managed Futures Interest on the Rise, But Will it Continue
10/22/2009 BHA to Release Quarterly Research Report
10/08/2009 Emerging Managers: Ambition Trumps Experience
10/01/2009 Sector Focused Funds: Providing Ideal Diversity for Investors
09/22/2009 Investors Not Swayed By Reform Talks
09/17/2009 U.S. Alternative Fund Investors More Densely Populated Along Coasts
09/10/2009 Investors Demanding Stability, Sophistication, and Transparency from Fund Managers
08/27/2009 Mandates Rise with Investor Confidence
08/20/2009 Sticky Money: Pension Plans Up Alternative Fund Exposure Levels
08/13/2009 Strike Three for Third-Party Marketers
08/6/2009 Regulatory Reform Aligning with Investors' Self-Interest
07/30/2009 PPIP: Strong Opinions From Investors
07/23/2009 Investors Tuning in to Distressed Commercial Real Estate Funds
07/16/2009 India Draws Investor Attention
07/9/2009 Back-Office Marketing Support: A Case Study
07/1/2009 Finding Stability in Volatility
06/4/2009 Institutional Investors Search for Global Macro Funds
05/28/2009 Beef up Your Road Trips
05/21/2009 Brighton House Associates and the Alternative Arena
05/14/2009 Mercy Meetings Will Not Garner Allocations
05/7/2009 Successful Asset Raising: The Value of a Clean and Current Database
04/23/2009 Emerging Market Funds Begin to Rebound
04/16/2009 G-20: How Much Is Too Much?
04/9/2009 Driving Profits