This table shows the aggregate assets and liabilities of hedge funds that file Form PF with the Securities and Exchange Commission. Unlike table B.101.f in the regular Financial Accounts publication, which reports assets and liabilities of domestic hedge funds only, this table presents data on all hedge funds that file Form PF, both domestic and foreign.

The share of systematic hedge fund launches that uses artificial intelligence or machine learning grew overall during the last decade. One percent of fund launches in 2010 used artificial intelligence or machine learning, and the proportion peaked at 24 percent of fund launches in 2018.

The Investment Fund Services market is experiencing robust growth, projected to reach a market size of $150 billion by 2025, exhibiting a Compound Annual Growth Rate (CAGR) of 12% from 2025 to 2033. This expansion is driven by several key factors. The increasing complexity of global financial regulations necessitates sophisticated fund administration and management solutions, fueling demand for specialized services. Furthermore, the rise of alternative investment vehicles, such as private equity and hedge funds, is contributing significantly to market growth. Technological advancements, including the adoption of AI and machine learning for portfolio optimization and risk management, are streamlining operations and improving efficiency. The expanding global wealth pool and rising institutional investment in funds further underpin the market's trajectory. Increased regulatory scrutiny is also impacting the market, encouraging players to invest in compliance and risk management solutions. The market is segmented by type (Software, Service) and application (Enterprise, Individual), catering to diverse client needs. Key players like DTCC, Clearstream, and several major global banks are actively competing, driving innovation and service enhancement. Geographic distribution shows a strong concentration in North America and Europe, which currently hold the largest market share. However, the Asia-Pacific region, particularly China and India, demonstrates significant growth potential due to burgeoning domestic wealth and increased foreign investment. While market expansion is robust, potential restraints include cybersecurity threats, data privacy concerns, and the complexity of integrating new technologies into existing infrastructures. Successful players will need to navigate these challenges effectively to maintain their market position and capitalize on the significant opportunities ahead. The forecast period of 2025-2033 indicates a continued strong performance, fueled by technological innovation and growing global demand.

AIML hedge funds, which are hedge funds using artificial intelligence or machine learning, performed better than systematic hedge funds and all hedge funds during the second quarter 2019, but performed the worst during the other quarters of that year. During the third quarter 2019, AIML hedge funds had negative net returns of 2.82 percent, while systematic hedge funds had negative net returns of -0.11 percent. However, AIML hedge funds outperform other hedge funds in the long run.

The High-frequency Trading Market is projected to be valued at 5.6 billion USD in 2024, driven by factors such as increasing consumer awareness and the rising prevalence of industry-specific trends. The market is expected to grow at a CAGR of 7.5%, reaching approximately 10.2 billion USD by 2034.

High-Flyer hedge fund boldly redirects its $13.79 billion assets towards AGI, emblematic of its technological foresight and ambition.

The US hedge fund market, a significant segment of the global alternative investment landscape, is projected to experience robust growth over the forecast period (2025-2033). With a 2025 market size estimated at $2.77 trillion (based on global data and US market dominance), a Compound Annual Growth Rate (CAGR) of 6.52% suggests a substantial expansion. This growth is driven by several factors, including increasing institutional investor participation seeking higher returns beyond traditional asset classes, the ongoing development of sophisticated investment strategies like quantitative and data-driven approaches, and a persistent need for diversification within investment portfolios. While regulatory scrutiny and economic uncertainty pose potential constraints, the adaptability of hedge fund managers and their capacity to navigate market volatility are expected to mitigate these risks. Specific strategies like equity, macro, and event-driven approaches continue to attract significant capital, alongside the rising prominence of more specialized niche strategies catering to unique market opportunities. The concentration of major players like Bridgewater Associates and Renaissance Technologies within the US contributes significantly to the market's strength and dynamism. The competitive landscape within the US hedge fund market remains fiercely contested. Established firms consistently refine their strategies and leverage technological advancements to maintain an edge, while emerging managers seek to differentiate themselves through innovative approaches. Geographic concentration, with a significant portion of the market residing in major financial hubs like New York and Connecticut, suggests opportunities for regional expansion and potential diversification into less saturated areas. The ongoing evolution of technology, particularly within artificial intelligence and machine learning, is expected to significantly impact investment strategies and operational efficiencies across the industry, driving further growth and innovation in the coming years. The overall outlook remains optimistic, with the US hedge fund market poised for considerable expansion fueled by evolving investor demands and the inherent resilience of alternative investment strategies. Recent developments include: January 2024: The Palm Beach Hedge Fund Association (PBHFA), the premier trade association for investors and financial professionals in South Florida, and Entoro, a leading boutique finance and investment banking group, announced a strategic partnership to improve deal distribution for hedge funds., October 2022: Divya Nettimi, a former Viking Global Investors portfolio manager who oversaw over USD 4 billion at the Greenwich, Connecticut-based hedge fund firm, became the first woman to launch a hedge fund that has committed more than USD 1 billion.. Key drivers for this market are: Positive Trends in Equity Market is Driving the Market. Potential restraints include: Positive Trends in Equity Market is Driving the Market. Notable trends are: Rise of the Crypto Hedge Funds in United States.

Analysis of ‘Ratio of non-state investment leveraged to MHT administered funds awarded’ provided by Analyst-2 (analyst-2.ai), based on source dataset retrieved from https://catalog.data.gov/dataset/233a4303-4a0b-45ac-b8b2-75c542f97b21 on 26 January 2022.

--- Dataset description provided by original source is as follows ---

This data shows how much private investment is generated with awards of state funds.

--- Original source retains full ownership of the source dataset ---

AIML hedge funds, which utilize artificial intelligence or machine learning, performed better than other hedge funds in the long run. AIML hedge funds had the lowest average return during 2019, but higher returns than the other over a three-year and five-year perspective.

The Global Fintech-as-a-Service Platform Market Size Was Worth USD 232.17 Billion in 2021 and Is Expected To Reach USD 949 Billion by 2028, CAGR of 17%.

Lucror Analytics: Proprietary Hedge Funds Data for Credit Quality & Bond Valuation

At Lucror Analytics, we provide cutting-edge corporate data solutions tailored to fixed income professionals and organizations in the financial sector. Our datasets encompass issuer and issue-level credit quality, bond fair value metrics, and proprietary scores designed to offer nuanced, actionable insights into global bond markets that help you stay ahead of the curve. Covering over 3,300 global issuers and over 80,000 bonds, we empower our clients to make data-driven decisions with confidence and precision.

By leveraging our proprietary C-Score, V-Score , and V-Score I models, which utilize CDS and OAS data, we provide unparalleled granularity in credit analysis and valuation. Whether you are a portfolio manager, credit analyst, or institutional investor, Lucror’s data solutions deliver actionable insights to enhance strategies, identify mispricing opportunities, and assess market trends.

What Makes Lucror’s Hedge Funds Data Unique?

Proprietary Credit and Valuation Models Our proprietary C-Score, V-Score, and V-Score I are designed to provide a deeper understanding of credit quality and bond valuation:

C-Score: A composite score (0-100) reflecting an issuer's credit quality based on market pricing signals such as CDS spreads. Responsive to near-real-time market changes, the C-Score offers granular differentiation within and across credit rating categories, helping investors identify mispricing opportunities.

V-Score: Measures the deviation of an issue’s option-adjusted spread (OAS) from the market fair value, indicating whether a bond is overvalued or undervalued relative to the market.

V-Score I: Similar to the V-Score but benchmarked against industry-specific fair value OAS, offering insights into relative valuation within an industry context.

Comprehensive Global Coverage Our datasets cover over 3,300 issuers and 80,000 bonds across global markets, ensuring 90%+ overlap with prominent IG and HY benchmark indices. This extensive coverage provides valuable insights into issuers across sectors and geographies, enabling users to analyze issuer and market dynamics comprehensively.

Data Customization and Flexibility We recognize that different users have unique requirements. Lucror Analytics offers tailored datasets delivered in customizable formats, frequencies, and levels of granularity, ensuring that our data integrates seamlessly into your workflows.

High-Frequency, High-Quality Data Our C-Score, V-Score, and V-Score I models and metrics are updated daily using end-of-day (EOD) data from S&P. This ensures that users have access to current and accurate information, empowering timely and informed decision-making.

How Is the Data Sourced? Lucror Analytics employs a rigorous methodology to source, structure, transform and process data, ensuring reliability and actionable insights:

Proprietary Models: Our scores are derived from proprietary quant algorithms based on CDS spreads, OAS, and other issuer and bond data.

Global Data Partnerships: Our collaborations with S&P and other reputable data providers ensure comprehensive and accurate datasets.

Data Cleaning and Structuring: Advanced processes ensure data integrity, transforming raw inputs into actionable insights.

Primary Use Cases

1. Portfolio Construction & Rebalancing Lucror’s C-Score provides a granular view of issuer credit quality, allowing portfolio managers to evaluate risks and identify mispricing opportunities. With CDS-driven insights and daily updates, clients can incorporate near-real-time issuer/bond movements into their credit assessments.

2. Portfolio Optimization The V-Score and V-Score I allow portfolio managers to identify undervalued or overvalued bonds, supporting strategies that optimize returns relative to credit risk. By benchmarking valuations against market and industry standards, users can uncover potential mean-reversion opportunities and enhance portfolio performance.

3. Risk Management With data updated daily, Lucror’s models provide dynamic insights into market risks. Organizations can use this data to monitor shifts in credit quality, assess valuation anomalies, and adjust exposure proactively.

4. Strategic Decision-Making Our comprehensive datasets enable financial institutions to make informed strategic decisions. Whether it’s assessing the fair value of bonds, analyzing industry-specific credit spreads, or understanding broader market trends, Lucror’s data delivers the depth and accuracy required for success.

Why Choose Lucror Analytics for Hedge Funds Data? Lucror Analytics is committed to providing high-quality, actionable data solutions tailored to the evolving needs of the financial sector. Our unique combination of proprietary models, rigorous sourcing of high-quality data, and customizable delivery ensures that users have the insights they need to make smarter dec...

Middle Office Outsourcing Market size was valued at USD 8087.59 Million in 2023 and is projected to reach USD 14844.38 Million by 2031, growing at a CAGR of 8.70% from 2024 to 2031.

Key Market Drivers:
Cost Efficiency and Scalability: One of the key reasons for middle office outsourcing is the possibility of cost savings. Outsourcing middle office operations such as risk management, compliance, and trade processing allows businesses to drastically cut operational expenses associated with keeping in-house staff. Outsourcing providers frequently have specialized knowledge and economies of scale allowing them to provide certain services more efficiently.
Access to Advanced Technology and Expertise: Another important factor is having access to cutting-edge technology and specialized knowledge. Middle office operations necessitate complex tools and systems for data management, analytics, and compliance monitoring. Outsourcing providers invest extensively in these technologies allowing their clients to access cutting-edge solutions that would be prohibitively expensive to develop in-house.
Regulatory Compliance and Risk Management: The growing complexity of regulatory regulations is another major driver of middle office outsourcing. Financial organizations face severe rules that necessitate strong compliance and risk management systems. Companies that outsource these services can reduce the risk of non-compliance and the resulting penalties. Outsourcing firms specialize in keeping up with changing rules and have the means to keep their clients compliant.

According to the 2023 survey conducted by PwC, the ETF functions predicted to experience the highest significant impact from AI in the near future were marketing, indexing, and portfolio management. In contrast, operations and compliance were the functions where more respondents believed AI would have a negligible impact.

Comprehensive dataset of insider trading activities for Golden Gate Capital Investment Fund II-A (AI), L.P., including Form 4 filings and transaction visualizations across multiple companies.

This list contains the following details for all funds registered with the program: * name * address * contact information * registration date * registration number * status About the labour sponsored investment fund program

Success.ai’s Private Equity (PE) Funding Data provides reliable, verified access to the contact details of investment professionals, fund managers, analysts, and executives operating in the global private equity landscape. Drawn from over 170 million verified professional profiles, this dataset includes work emails, direct phone numbers, and LinkedIn profiles for key decision-makers in PE firms. Whether you’re seeking new investment opportunities, looking to pitch your services, or building strategic relationships, Success.ai delivers continuously updated and AI-validated data to ensure your outreach is both precise and effective.

Why Choose Success.ai’s Private Equity Professionals Data?

1. Comprehensive Contact Information

   • Access verified work emails, direct phone numbers, and social profiles for PE fund managers, analysts, partners, and principals.
   • AI-driven validation ensures 99% accuracy, reducing wasted efforts and enabling confident communication with industry leaders.

2. Global Reach Across Private Equity Markets

   • Includes profiles of professionals involved in leveraged buyouts, growth capital, venture investments, and secondary market deals.
   • Covers North America, Europe, Asia-Pacific, South America, and the Middle East, ensuring a global perspective on PE investments.

3. Continuously Updated Datasets

   • Real-time updates keep you informed about changes in roles, firm structures, and portfolio focus, helping you stay aligned with an ever-evolving investment environment.

4. Ethical and Compliant

   • Adheres to GDPR, CCPA, and other international data privacy regulations, ensuring your outreach is both ethical and legally compliant.

Data Highlights:

• 170M+ Verified Professional Profiles: Includes private equity professionals, decision-makers, and influential players worldwide.
• 50M Work Emails: AI-validated for direct, accurate communication.
• 30M Company Profiles: Gain insights into private equity firms, their portfolio companies, investment stages, and sector focuses.
• 700M Global Professional Profiles: Enriched datasets supporting broad market analysis, strategic planning, and competitive assessments.

Key Features of the Dataset:

1. Investment Decision-Maker Profiles

   • Identify and connect with fund managers, dealmakers, and senior executives overseeing capital allocation, portfolio management, and exit strategies.
   • Engage with professionals who influence investment theses, valuation approaches, and cross-border deals.

2. Advanced Filters for Precision Targeting

   • Refine outreach by region, deal size, industry preference, fund type, or specific job functions within the PE firm.
   • Tailor campaigns to align with unique investment philosophies, market segments, and strategic focuses.

3. AI-Driven Enrichment

   • Profiles are enriched with actionable data, equipping you with insights to personalize messaging, highlight unique value propositions, and enhance engagement outcomes.

Strategic Use Cases:

1. Deal Origination and Pipeline Building

   • Reach out to PE fund managers and analysts to present investment opportunities, co-investment deals, or M&A prospects.
   • Identify partners receptive to new growth capital deployments, early-stage investments, or strategic acquisitions.

2. Advisory and Professional Services

   • Offer due diligence, valuation, legal, or consulting services directly to decision-makers at private equity firms.
   • Position your expertise to streamline deal execution, portfolio optimization, or exit planning.

3. Fundraising and Investor Relations

   • Connect with IR professionals, placement agents, and fund administrators to discuss fundraising targets, investor outreach strategies, or institutional capital requirements.
   • Engage with professionals managing limited partner relationships, capital calls, and reporting obligations.

4. Market Research and Competitive Intelligence

   • Utilize PE data for comprehensive market analysis, competitor benchmarking, and trend identification.
   • Understand investment patterns, portfolio performance, and sector preferences to refine your business strategies.

Why Choose Success.ai?

1. Best Price Guarantee

   • Secure premium-quality verified data at competitive prices, maximizing the ROI of your outreach and lead-generation efforts.

2. Seamless Integration

   • Incorporate verified contact data into your CRM or marketing automation platforms using APIs or downloadable formats for streamlined data management.

3. Data Accuracy with AI Validation

   • Rely on 99% accuracy to guide data-driven decisions, improve targeting, and enhance the effectiveness of your investment-related initiatives.

4. Customizable and Scalable Solutions

   • Adapt datasets to focus on particular geographies, deal sizes, or industry sectors, adjusting as your business needs evolve.

...

We monitor and process corporate actions data, M&A data, and dividend data for 250K+ stocks, fixed income/ISINs globally with 100+ key data points (basic/premium/bespoke access) to support risk analysis, market surveillance, and investment strategies.

1. Global Coverage – Track corporate actions, M&A, and dividend data with 15+ years of historical records and EOD/Ad-hoc refreshes on volume caps to choose from.
2. Rich Data Set – Monitor stock splits, dividends, buybacks, tender offers, and restructurings across public and private companies.
3. Merger & Acquisition Data – Access detailed M&A deal terms, acquisition targets, bidding history, and regulatory approvals, with pre-deal signals and post-merger performance tracking.
4. Fixed Income & Dividend Data – Retrieve dividend yields, ex-dividend dates, payment schedules, dividend reinvestments, and historical payout trends for equities and fixed income securities.
5. Seamless Integration – Get structured data via API, SFTP, or bulk files, with customizable fields, filters, and delivery schedules.
6. Trusted by Professionals – Used by hedge funds, asset managers, quant researchers, and financial institutions for corporate monitoring, risk assessment, and trading strategies.
7. Secure & Compliant – Ensure risk-free integration with strict data security protocols, regulatory compliance, and reliable corporate event tracking.

Empower your investment strategies with global Corporate Actions, M&A, and Dividend Data.

Book a meeting here: https://calendar.app.google/4UEQVKsuSiTM4JxB8 to gain immediate access to refreshed and comprehensive corporate data.

Snapshot img

Asset Management Market Size 2024-2028

The asset management market size is forecast to increase by USD 157.2 billion at a CAGR of 6.9% between 2023 and 2028.

The market is experiencing significant growth due to the increasing global wealth and the launch of new investment funds. Existing resources are being enhanced through technological advancements to improve profitability and price trend analysis for various investment vehicles, such as mutual funds. Retail investors are increasingly turning to asset management services for secure and diversified investment opportunities.
However, the market faces challenges, including cybersecurity threats and complex regulatory environments, which require network layouts that prioritize security and compliance. By staying informed of these trends and challenges, asset management firms can position themselves for success in this dynamic market.

What will be the Size of the Market During the Forecast Period?

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The market is witnessing significant growth due to the increasing adoption of advanced technologies such as artificial intelligence (AI), Internet of Things (IoT), and business process automation. These technologies are revolutionizing various industries, including the energy sector, industrial automation, logistics management, and supply chain optimization. One of the primary drivers of the market is the need for operational efficiency. AI-powered logistics and smart warehousing solutions enable real-time tracking and predictive analytics, allowing businesses to optimize their inventory levels and reduce costs. In addition, IoT integration facilitates remote asset monitoring, ensuring that equipment is operating at peak performance and reducing downtime.
Additionally, another significant trend in the market is digital transformation. Businesses are increasingly leveraging technology to streamline their operations, improve supply chain visibility, and enhance customer experience. For instance, AI-driven predictive analytics enable asset tracking solutions to anticipate maintenance needs, reducing the likelihood of unexpected downtime and improving overall asset utilization. Moreover, the market is witnessing a shift towards sustainable investing. Institutional investors are increasingly focusing on alternative asset classes such as sustainable investment and impact investing. This trend is driven by a growing awareness of environmental, social, and governance (ESG) issues and the need to align investments with long-term sustainability goals.
Moreover, despite the opportunities, the market also faces challenges such as geopolitical risks, tax optimization, and financial management. To mitigate these risks, businesses are seeking investment education and financial literacy to make informed decisions and optimize their portfolios. In conclusion, the market is undergoing a significant transformation, driven by the adoption of advanced technologies and the shift towards sustainable investing. By optimizing asset utilization, improving operational efficiency, and enhancing supply chain visibility, businesses can reduce costs, improve customer experience, and stay competitive in an increasingly complex business environment.

How is this market segmented and which is the largest segment?

The market research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in 'USD billion' for the period 2024-2028, as well as historical data from 2018-2022 for the following segments.

Component

  Solution
  Services


Source

  Pension funds and insurance companies
  Individual investors
  Corporate investors
  Others


Geography

  North America

    Canada
    US


  Europe

    Germany
    UK
    France


  APAC

    China
    India
    Japan
    South Korea
    Singapore


  South America



  Middle East and Africa

By Component Insights

The solution segment is estimated to witness significant growth during the forecast period.

Asset management refers to the strategies and systems employed by companies to manage their business assets effectively. These assets can include investment products offered by boutique investment companies, as well as alternative investments. Partnerships with global wealth management firms can also be integral to successful asset management. However, navigating the complex regulatory environment can present significant compliance burdens. To effectively manage assets, corporations require strong solutions that integrate various components. Real-time asset tracking systems are essential for maintaining accurate and current information on asset status and location. Without these systems, companies risk incurring inefficiencies that can result in substantial time and financial losses.

Additionally, effective asset management strategies encompass investment strategies designed to optimize