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Let’s Be Clear: Investor survey shows transparency improving in alternative investments – still work to be done

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Fund managers and investors are in a tug-of-war over the issue of transparency. Once content with a performance update, basic valuation and general market commentary, Limited Partners (LPs) are now digging deeper, asking more questions and requiring more information from General Partners (GPs) than ever before.

Click here to download the full report.

Fund managers and investors are in a tug-of-war over the issue of transparency. Once content with a performance update, basic valuation and general market commentary, Limited Partners (LPs) are now digging deeper, asking more questions and requiring more information from General Partners (GPs) than ever before.

Executive Summary

This survey was conducted by Opalesque and Intralinks in February and March of 2014. Over 100 responses were received from institutional, family office and ultra-high new worth (UHNW) investors. Sixteen different countries were represented in the survey, with approximately 70% of the responses from North America.

  • While hedge fund investors have seen an increase in transparency over the past three years, there is still room for improvement, with only half of the respondents indicating an appropriate level of transparency from their managers.
  • 89% of hedge fund investors and 71% private equity/real estate investors have chosen not to invest in at least one new fund due to concerns over lack of transparency.
  • Leverage/exposure is the second most important criteria (after performance) for hedge fund investors evaluating a fund, with 96% of respondents indicating it to be “Very Important” or “Important.”
  • For private equity/real estate investors, portfolio company/property valuations and financials is the second-most important criteria (again, after performance), with 93% of respondents indicating it to be “Very Important” or “Important.”Over 85% of investors would like to have their information delivered in an electronic/data format to facilitate their analyses.

Click here to download the full report.

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