US Hedge Fund Market size was valued at USD 5.27 Billion in 2024 and is projected to reach USD 11.76 Billion by 2032, growing at a CAGR of 10.1% from 2026 to 2032.Rising Institutional Investment: The US hedge fund market is experiencing a surge in institutional investment, driven by the need for diversified portfolios and higher returns. According to the Securities and Exchange Commission (SEC) in their 2023 report, institutional investors now account for over 70% of hedge fund assets, up from 65% in 2020. Recent news from BlackRock highlights a growing trend of pension funds and endowments allocatingGrowing Demand for Alternative Strategies: The demand for alternative investment strategies is growing as traditional asset classes face increased volatility.

Are hedge funds worth your money? Hedge funds have developed from investment funds that were designed to lower the risk of your portfolio to a multitude of different investment styles with different goals. Their heyday was probably during the 90s and early 2000s when several star hedge fund managers rose to prominence and their assets under management grew significantly. However, since then hedge funds have been under scrutiny as their investment returns have been lacking and their ability to function as a diversification to a traditional stock and bond portfolio was put into question. As hedge funds have their own set of leverage and investment rules it is no wonder they have been accused of being greedy, unsuccessful and secretive. However, with this dataset you can make your own analysis.

Content This dataset covers monthly hedge fund returns starting from 1997. The date column refers to the last day of the month - the end date of the return period, if I understand correctly. There are 12 different hedge fund strategies covered and the return index series are formed as an aggregate of other hedge fund index providers.

The strategy explanations are in EDHEC website:

Convertible Arbitrage - https://risk.edhec.edu/conv-arb/ CTA Global - https://risk.edhec.edu/cta-global/ Distressed Securities - https://risk.edhec.edu/dist-sec/ Emerging Markets - https://risk.edhec.edu/emg-mkts/ Equity Market Neutral - https://risk.edhec.edu/equity-market-neutral/ Event Driven - https://risk.edhec.edu/event-driven/ Fixed Income Arbitrage - https://risk.edhec.edu/fix-inc-arb/ Global Macro - https://risk.edhec.edu/global-macro/ Long/Short Equity - https://risk.edhec.edu/ls-equity/ Merger Arbitrage - https://risk.edhec.edu/merger-arb/ Relative Value - https://risk.edhec.edu/relative-value/ Short Selling - https://risk.edhec.edu/short-selling/ Funds of Funds - https://risk.edhec.edu/fof/ Acknowledgements All credit for the maintenance and upload of the data goes to EDHEC. You should check their website for additional resources:

https://risk.edhec.edu/all-downloads-hedge-funds-indices

Inspiration The EDHEC hedge fund data is the data used in examples/vignettes of PortfolioAnalytics - a package for optimizing, testing and analyzing portfolio returns. You should be easily able to expand the analysis from the vignettes just by using the larger dataset available here:

https://cran.r-project.org/web/packages/PortfolioAnalytics/index.html

United States Hedge Fund Market was valued at USD 2.54 Trillion in 2024 and is expected to reach USD 3.56 Trillion by 2030 with a CAGR of 5.8% during the forecast period.

Hedge funds are private, unregulated investment funds that use sophisticated instruments or strategies, such as derivative securities, short positions or leveraging, to generate alpha. Hedge funds cover a wide range of strategies with different risk and return profiles.

About This Dataset

Data Date: 1997/1 - 2021/6 Columns : 13 Different Investing Style Index Value : Monthly Return

Description

Convertible Arbitrage : https://risk.edhec.edu/sites/risk/files/indices/Indices/Edhec%20Alternative%20Indices/Web/report/conv_arb.pdf CTA Global : https://risk.edhec.edu/sites/risk/files/indices/Indices/Edhec%20Alternative%20Indices/Web/report/cta.pdf Distressed Securities : https://risk.edhec.edu/sites/risk/files/indices/Indices/Edhec%20Alternative%20Indices/Web/report/distressed.pdf Emerging Markets : https://risk.edhec.edu/sites/risk/files/indices/Indices/Edhec%20Alternative%20Indices/Web/report/emerging.pdf Equity Market Neutral : https://risk.edhec.edu/sites/risk/files/indices/Indices/Edhec%20Alternative%20Indices/Web/report/market_ntl.pdf Event Driven : https://risk.edhec.edu/sites/risk/files/indices/Indices/Edhec%20Alternative%20Indices/Web/report/event_driven.pdf Fixed Income Arbitrage : https://risk.edhec.edu/sites/risk/files/indices/Indices/Edhec%20Alternative%20Indices/Web/report/fix_inc.pdf Global Macro : https://risk.edhec.edu/sites/risk/files/indices/Indices/Edhec%20Alternative%20Indices/Web/report/global_macro.pdf Long/Short Equity : https://risk.edhec.edu/sites/risk/files/indices/Indices/Edhec%20Alternative%20Indices/Web/report/long_short.pdf Merger Arbitrage : https://risk.edhec.edu/sites/risk/files/indices/Indices/Edhec%20Alternative%20Indices/Web/report/merger.pdf Relative Value : https://risk.edhec.edu/sites/risk/files/indices/Indices/Edhec%20Alternative%20Indices/Web/report/value.pdf Short Selling : https://risk.edhec.edu/sites/risk/files/indices/Indices/Edhec%20Alternative%20Indices/Web/report/short.pdf Funds of Funds : https://risk.edhec.edu/sites/risk/files/indices/Indices/Edhec%20Alternative%20Indices/Web/report/fof.pdf

Credit To

Data Source :EDHEC-Risk Institute Since 2003, EDHEC-Risk Institute has been publishing the EDHEC-Risk Alternative Indices, which aggregate and synthesise information from different index providers, so as to provide investors with representative benchmarks. These indices are computed for thirteen investment styles that represent typical hedge fund strategies. https://risk.edhec.edu/all-downloads-hedge-funds-indices

United Kingdom Hedge Fund Market was valued at USD 1.21 Trillion in 2024 and is expected to reach USD 1.80 Trillion by 2030 with a CAGR of 6.8% during the forecast period.

Global Hedge Fund market size is expected to reach $6001.84 billion by 2029 at 3.6%, segmented as by domestic hedge funds, equity long or short funds, event-driven funds, macro funds, fixed-income funds, multi-strategy funds

Global hedge fund market was valued at USD 4.84 Trillion in 2024 and is expected to reach USD 6.05 Trillion by 2030 with a CAGR of 3.8% during the forecast period.

Based on professional technical analysis and AI models, deliver precise price‑prediction data for Cross The Ages on 2025-08-23. Includes multi‑scenario analysis (bullish, baseline, bearish), risk assessment, technical‑indicator insights and market‑trend forecasts to help investors make informed trading decisions and craft sound investment strategies.