In the second quarter of 2022, all all crypto funds gave negative returns worldwide. With a quarterly return of negative 9.5 percent, Algo/Quant crypto funds outperformed all the other fund strategies considered. The worst performing fund was Bitcoin, with a negative return of 56.6 percent.

As of 2024, the weighted average of performance fees was considerably higher than that of management fees. This is typical for traditional hedge funds, as it is very common to employ a two- and 20-fee structure. Management fees are traditionally more than *** percent of the fund's net asset value, while the performance fee was around ** percent of the fund's profits. While some hedge funds, such as the long-biased hedge fund, have divested from this rule, the performance fee of roughly ***** percent was still higher than the management fee of **** percent.

This statistic shows the positive and negative influence of selected factors on hedge fund performance according to hedge fund managers worldwide in the second half of 2017. At that time, 35 percent of hedge fund managers stated that extended low volatility in equity markets had a negative influence on hedge fund performance, while 44 percent of the respondents claimed that president Trump's proposals had a positive effect on hedge fund returns.

Comprehensive dataset of Golden Visa investment fund performance, fees, and regulatory compliance scores

Comprehensive dataset of Portugal Golden Visa investment funds with performance metrics, fees, and regulatory compliance data

Fund of Funds (FOF) Market size was valued at USD 16.6 Billion in 2024 and is projected to reach USD 27.7 Billion by 2032, growing at a CAGR of 6.6% during the forecast period 2026 to 2032.

Higher Expense Ratios: Fees for FOF management are automatically added to the fees imposed by the underlying funds in which they invest. This may result in a higher overall expense ratio for investors than investing directly in individual funds.
Potential for Diluted Returns: By diversifying over numerous funds, the good performance of some underlying funds may be offset by the less effective performance of others, resulting in diluted total returns when compared to a more concentrated investing strategy.

Graph and download economic data for Producer Price Index by Industry: Portfolio Management and Investment Advice: Mutual Fund and Exchange Traded Fund Management (PCU5239205239201) from Dec 1999 to May 2025 about mutual funds, management, PPI, industry, inflation, price index, indexes, price, and USA.

A list of the top 50 Intech Investment Management Llc holdings showing which stocks are owned by Intech Investment Management Llc's hedge fund.

Exchange Traded Fund Market Outlook

The global exchange traded fund (ETF) market size was estimated at approximately USD 9.3 trillion in 2023 and is projected to reach USD 20.7 trillion by 2032, growing at a compound annual growth rate (CAGR) of 9.2%. This impressive growth is driven by several factors including increasing demand for diversified investment portfolios, lower expense ratios compared to mutual funds, and enhanced market liquidity.

One of the primary growth factors for the ETF market is the increased awareness and understanding of ETFs among retail and institutional investors. ETFs provide a cost-effective way to access a broad array of asset classes and investment strategies, which has contributed significantly to their popularity. Additionally, the rise in digital trading platforms has made it easier for individual investors to buy and sell ETFs, further fueling market expansion. Institutional investors are also increasingly favoring ETFs for their flexibility and efficiency in portfolio management, which has driven volume and growth in the market.

Another significant growth driver is the continuous innovation within the ETF industry. New types of ETFs are being introduced regularly, including thematic ETFs focusing on emerging industries like artificial intelligence, renewable energy, and blockchain technology. These innovative products attract a diverse set of investors looking to capitalize on specific market trends or sectors. Furthermore, the development of active ETFs, which combine the benefits of active management with the liquidity and transparency of ETFs, has opened new avenues for growth.

The regulatory environment has also played a crucial role in the expansion of the ETF market. Regulatory bodies across various regions have provided a supportive framework that fosters the growth of ETFs. For example, the Securities and Exchange Commission (SEC) in the United States has streamlined the approval process for new ETFs, making it easier for asset managers to launch new products. Similar supportive measures have been witnessed in Europe and Asia, contributing to the global growth of the market.

Open Ended Funds Oef have been gaining traction as an alternative investment vehicle alongside ETFs. These funds offer investors the flexibility to enter and exit at their convenience, which is particularly appealing in volatile market conditions. Unlike ETFs, which trade on exchanges, Open Ended Funds Oef are priced at the end of the trading day based on their net asset value. This structure provides a different approach to liquidity and pricing, which can be advantageous for certain investment strategies. Investors looking for a more hands-on approach to fund management may find Open Ended Funds Oef to be a suitable option, as they often allow for more active management compared to the passive nature of many ETFs. The growing interest in these funds highlights the diverse range of investment products available to meet varying investor needs and preferences.

Regionally, North America holds the largest share of the ETF market, driven by strong market adoption in the United States and Canada. The presence of well-established financial markets and high investor awareness contribute to this dominance. Europe is another significant market, with increasing ETF adoption in countries like Germany, the United Kingdom, and France. The Asia Pacific region is experiencing rapid growth, particularly in countries like China, Japan, and Australia, due to rising financial literacy and growing investment in equities. The Middle East & Africa, while currently a smaller market, is witnessing gradual growth driven by economic reforms and increasing interest in diversified investment options.

Type Analysis

Equity ETFs represent the largest segment within the ETF market. These funds invest in stocks and aim to replicate the performance of an underlying equity index, such as the S&P 500. The appeal of equity ETFs lies in their ability to offer broad market exposure, diversification, and relatively low cost. Investors are increasingly gravitating towards equity ETFs to capitalize on market growth and potential capital appreciation. The robust performance of stock markets globally has further fueled the demand for equity ETFs, making them a cornerstone of many investment portfolios.

Bond ETFs are another significant segment, providing exposure to fixed-income securities such as government and corporate bonds

Data showing the earnings generated from the investment of state funds by the State Treasurer, beginning in fiscal year 2004.

In 2023, there were 7,222 mutual funds in the United States. This is a reasonable decline from the previous year, and reverses the upward trend of the preceding decade, most likely due to the economic effects of the global coronavirus (COVID-19) pandemic. What are mutual funds? Mutual funds are financial vehicles pulling investors’ money to buy a diversified portfolio of financial instruments. Depending on the investment fund strategy, defined in fund prospectus, mutual funds can invest money in different asset classes. These different fund types appeal differently to investors, depending on the economic climate. Some investment funds also take other factors into consideration. SRI (Socially Responsible Investment) funds, for example, only invest in companies engaging in socially- or environment-friendly activities. Mutual fund outlook Since 2000, over two in five U.S. households have owned mutual funds. Over the same period, the total net assets of these funds has more than doubled. This is likely because these funds provide an easy, relatively safe investment option that shows modest returns, which appeals to long-term investors such as those saving for retirement.

Market Size statistics on the Hedge Funds industry in United States

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Convertible Bond Fund Market Outlook

The global Convertible Bond Fund market size was valued at approximately USD 95 billion in 2023 and is projected to reach USD 155 billion by 2032, growing at a robust CAGR of 5.6% during the forecast period. This growth is primarily driven by increasing investor interest in hybrid investment products that offer both equity upside and downside protection, along with rising demand for diversified financial instruments.

One of the key growth factors for the Convertible Bond Fund market is the increasing need for financial instruments that can hedge against market volatility. Convertible bonds provide a unique investment opportunity as they combine the features of both bonds and stocks, offering a fixed income and the potential for equity appreciation. This appeal is particularly strong during periods of economic uncertainty, when investors seek out instruments that offer both security and growth potential. Another significant driver is the aging population in many developed economies, which is driving the demand for stable yet growth-oriented investment products to ensure a steady income stream during retirement.

Moreover, the trend towards sustainable and responsible investing is also boosting the Convertible Bond Fund market. Many funds are now incorporating Environmental, Social, and Governance (ESG) criteria into their investment strategies. Investors are increasingly looking for portfolios that not only provide financial returns but also contribute positively to society and the environment. This shift is creating new avenues for Convertible Bond Funds that align with ESG principles, thereby attracting a broader investor base. Additionally, technological advancements in financial services, such as robo-advisors and AI-driven analytics, are making it easier for retail investors to access and manage convertible bond investments, further driving market growth.

Furthermore, the low-interest-rate environment prevailing in many parts of the world is making traditional fixed-income investments less attractive. Convertible bonds, which offer the potential for higher returns through equity conversion, are becoming a more appealing option for investors seeking better yields. Central banks' monetary policies aimed at stimulating economies have resulted in historically low yields on government and corporate bonds, pushing investors towards convertible bond funds as an alternative source of income. This trend is expected to continue as long as interest rates remain low, further propelling market growth.

Venture Capital Funds play a pivotal role in the financial ecosystem by providing the necessary capital to startups and early-stage companies that exhibit high growth potential. These funds are typically managed by experienced investors who not only provide financial backing but also mentorship and strategic guidance to the companies they invest in. The relationship between Convertible Bond Funds and Venture Capital Funds is particularly interesting, as both seek to capitalize on growth opportunities, albeit in different stages of a company's lifecycle. While Convertible Bond Funds focus on established companies with stable income and growth potential, Venture Capital Funds are more inclined towards high-risk, high-reward scenarios, often investing in disruptive technologies and innovative business models. This dynamic creates a complementary investment landscape where different types of funds can coexist and thrive, catering to diverse investor preferences and risk appetites.

Regionally, North America holds the largest share of the Convertible Bond Fund market, driven by strong financial markets and a high level of investor awareness and participation. Europe follows closely, with significant contributions from countries like Germany, France, and the UK. The Asia Pacific region is expected to witness the highest growth rate during the forecast period, fueled by increasing economic development, rising disposable incomes, and growing awareness about investment diversification. Latin America, the Middle East, and Africa are also showing promising signs, although their market sizes are relatively smaller compared to North America and Europe.

Fund Type Analysis

The Convertible Bond Fund market is segmented by fund type into Open-End Funds, Closed-End Funds, and Exchange-Traded Funds (ETFs). Open-End Funds are highly popular due to their liquidity and flexibility. Investors can buy and sell shares of these fun

Aside from the expectations noted by investors in 2018, the average annual expected return on investment portfolios has increased year on year. 2022 has been the most optimistic year so far, with survey respondents projecting an average return of roughly **** percent.

Bouman and Jacobsen (2002) documented the existence of a calendar anomaly in stock market returns, which they call the Halloween effect, based on the fact that the returns during the months of May to October tend to be lower than returns during the months of November to April. Following closely the methodology used by Bouman and Jacobsen (2002), we investigate the presence of the Halloween effect in the European Equity Mutual Funds from 1997 to 2013. We conclude that: i) the Halloween Effect is statistically and economically significant; ii) this effect has disappeared after the Bouman and Jacobsen publication; iii) this anomaly might be due to the negative average returns during the months of May to October, rather than a higher performance during the period from November to April; and iv) an investment strategy based on this anomaly clearly beats the classical buy and hold strategy.

Graph and download economic data for Holding Companies; Equity and Investment Fund Shares Excluding Mutual Fund Shares and Money Market Fund Shares; Asset, Transactions (BOGZ1FA733181105A) from 1946 to 2024 about fund shares, shares, mutual funds, MMMF, companies, equity, transactions, investment, assets, and USA.

The global hedge fund software market is expected to witness significant growth in the coming years, driven by the increasing adoption of advanced technologies and the need for efficient portfolio management. The market size, valued at USD XXX million in 2025, is projected to expand at a CAGR of XX% during the forecast period of 2025-2033, reaching a valuation of USD XXX million by 2033. This growth is attributed to the rising complexity of investment strategies, the increasing number of hedge funds, and the growing demand for real-time data and analytics. The market is segmented based on application (large enterprises, small and medium-sized enterprises (SMEs)), and deployment type (cloud-based, on-premise). Cloud-based solutions are gaining popularity due to their scalability, cost-effectiveness, and ease of deployment. Key market players include Eze Software, FundCount, Northstar Risk, VestServe, and FXCM. The market is highly competitive, with vendors offering a wide range of solutions to meet the diverse needs of hedge funds. The North American region is expected to dominate the market, followed by Europe and Asia Pacific. Rising demand for advanced risk management and performance monitoring capabilities, coupled with government regulations, is expected to drive growth in these regions. This comprehensive report provides an in-depth analysis of the global hedge fund software market, offering valuable insights into its concentration, characteristics, trends, and key drivers and challenges.

The Summary presents the latest information about the HHF program in each of the 18 states and the District of Columbia, including the number of homeowners who have received assistance as well as trends in the local area housing market.

Indonesia Pension Fund: Return On Investment: DCPP: Group I data was reported at 7.340 % in 2023. This records a decrease from the previous number of 7.730 % for 2022. Indonesia Pension Fund: Return On Investment: DCPP: Group I data is updated yearly, averaging 7.340 % from Dec 2015 (Median) to 2023, with 9 observations. The data reached an all-time high of 7.740 % in 2016 and a record low of 5.780 % in 2020. Indonesia Pension Fund: Return On Investment: DCPP: Group I data remains active status in CEIC and is reported by Indonesia Financial Services Authority. The data is categorized under Indonesia Premium Database’s Financial Market – Table ID.ZE011: Pension Fund: Return on Investment.