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  • The third quarter hedge fund asset level topped the previous record of $2.969tn set in the second quarter of 2015.

Hedge fund assets hit high as inflows in third quarter rise

Total hedge fund industry assets under management rose to a record level in third quarter, as performance gains offset continued asset outflows concentrated in many of the industry’s largest and most well established managers.
  • For 2016 year to date hedge funds have posted total gains of 5.41 per cent despite loses at the beginning of the year.

Hedge fund performance bounces back with strong returns in third quarter

Hedge fund strategies nearly hit 1 per cent in September, putting overall industry performance in the first nine months of the year at 4.06 per cent, according to Preqin data.
  • Origination and financing, activist, distressed and long/short equity funds turned in the strongest performances in September.

Hedge fund winning streak continues with activist and distressed forging ahead

Average hedge fund industry performance rose 0.73 per cent in September, according to eVestment data. This marks eight months of positive aggregate industry returns for the industry.
  • Historically sovereigns have invested in high quality liquid assets (HQLA) such as government bonds and main index equities as core holdings.

Sovereign institutional investors keen to increase securities lending

Sovereign institutions are considering expanding their commitment to securities lending to increase returns and help alleviate what they perceive as a threat to liquidity in the financial markets.
  • ETFs experienced a $53bn net inflow in July 2016, despite investor concerns over Brexit fallout.

Mixed users and reasons for ETF popularity in investment portfolios

Exchange traded funds (ETFs) are most popular with investors aged 51-70, the Baby Boomers, reveals a survey by Pershing. The second largest group are those aged over 71.
  • In the first half of the year, the US hedge fund industry increased AUM by $13bn despite global outflows.

US hedge funds continue to dominate industry

US-based hedge fund managers dominate the industry, accounting for the vast majority (72 per cent) of the $3.1tn global assets under management.
  • Resurgent equity hedge strategies led performance for the month, as global equity markets posted mixed or flat performance.

Hedge fund strategies shrug off poor performance as third quarter ends with strong gains

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