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

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

View LSEG's Lipper Fund Research Database, providing independent fund content to benchmark fund performance, manage risk, and more.

Net-Interest-Income Time Series for MSCI Inc. MSCI Inc., together with its subsidiaries, provides critical decision support tools and solutions for the investment community to manage investment processes worldwide. The Index segment provides indexes for use in various areas of the investment process, including indexed financial product, such as ETFs, mutual funds, annuities, futures, options, structured products, and over-the-counter derivatives; performance benchmarking; portfolio construction and rebalancing; and asset allocation, as well as licenses GICS and GICS Direct. The Analytics segment offers risk management, performance attribution and portfolio management content, application, an integrated view of risk and return service, and an analysis of market, credit, liquidity, counterparty, and climate risk across asset classes; managed services, including consolidation of client portfolio data, review and reconciliation of input data and results, and customized reporting; and HedgePlatform to measure, evaluate, and monitor the risk of hedge fund investments. The ESG and Climate segment provides products and services that help institutional investors understand how ESG impacts the long-term risk and return of their portfolio and individual security-level investments; and data, ratings, research, and tools to help investors navigate increasing regulation. The All Other " Private Assets segment comprising real estate and infrastructure data, benchmarks, return-analytics, climate assessments and market insights; business intelligence to real estate owners, managers, developers, and brokers; and offers investment decision support tools for private capital. The Private Capital Solutions segment offers tools to help private asset investors across mission-critical workflows, such as sourcing terms and conditions, evaluating operating performance, managing risk and other activities supporting private capital investing. MSCI Inc. was incorporated in 1998 and is headquartered in New York, New York.

Context

In this dataset you will find several characteristics on global companies listed on the stock exchange. These characteristics are analyzed by millions of investors before they invest their money.

Analyze the stock market performance of thousands of companies ! This is the objective of this dataset !

Content

Among thse charateristics you will find :

• The symbol : The stock symbol is a unique series of letters assigned to a security for trading purposes.
• The shortname : The name of the company
• The sector : The sector of the company (Technology, Financial services, consumer cyclical...)
• The country : The location of the head office.
• The market capitalisation : Market capitalization refers to the total dollar market value of a company's outstanding shares of stock. It is calculated by multiplying the total number of a company's outstanding shares by the current market price of one share.
• The current ratio : The current ratio is a liquidity ratio that measures a company’s ability to pay short-term obligations. A current ratio that is in line with the industry average or slightly higher is generally considered acceptable. A current ratio that is lower than the industry average may indicate a higher risk of distress or default.
• The beta : Beta is a measure of a stock's volatility in relation to the overall market. A beta greater than 1.0 suggests that the stock is more volatile than the broader market, and a beta less than 1.0 indicates a stock with lower volatility.
• The dividend rate : Represents the ratio of a company's annual dividend compared to its share price. (%)

All this data is public data, obtained from the annual financial reports of these companies. They have been retrieved from the Yahoo Finance API and have been checked beforehand.

Inspiration

This dataset has been designed so that it is possible to build a recommendation engine. For example, from an existing position in a portfolio, recommend an alternative with similar characteristics (sector, market capitalization, current ratio,...) but more in line with an investor's expectations (may be with less risk or with more dividends etc...)

If you have question about this dataset you can contact me

Long-Term-Investments Time Series for MSCI Inc. MSCI Inc., together with its subsidiaries, provides critical decision support tools and solutions for the investment community to manage investment processes worldwide. The Index segment provides indexes for use in various areas of the investment process, including indexed financial product, such as ETFs, mutual funds, annuities, futures, options, structured products, and over-the-counter derivatives; performance benchmarking; portfolio construction and rebalancing; and asset allocation, as well as licenses GICS and GICS Direct. The Analytics segment offers risk management, performance attribution and portfolio management content, application, an integrated view of risk and return service, and an analysis of market, credit, liquidity, counterparty, and climate risk across asset classes; managed services, including consolidation of client portfolio data, review and reconciliation of input data and results, and customized reporting; and HedgePlatform to measure, evaluate, and monitor the risk of hedge fund investments. The ESG and Climate segment provides products and services that help institutional investors understand how ESG impacts the long-term risk and return of their portfolio and individual security-level investments; and data, ratings, research, and tools to help investors navigate increasing regulation. The All Other " Private Assets segment comprising real estate and infrastructure data, benchmarks, return-analytics, climate assessments and market insights; business intelligence to real estate owners, managers, developers, and brokers; and offers investment decision support tools for private capital. The Private Capital Solutions segment offers tools to help private asset investors across mission-critical workflows, such as sourcing terms and conditions, evaluating operating performance, managing risk and other activities supporting private capital investing. MSCI Inc. was incorporated in 1998 and is headquartered in New York, New York.

CIRA provides comprehensive coverage of investor relations (IR) activities from over 10 official channels, including corporate reports, interactive investor Q&A platforms, and online roadshows. The dataset covers interactions between more public companies and both institutional and retail investors, providing a comprehensive view of corporate engagement in China’s capital markets. More specifically, CIRA focuses on 4 types of IR activities:

1) The Investor Interactive Platform (IIP) component captures real-time Q&A exchanges between listed companies and retail investors, including both routine inquiries and event-driven discussions such as post-earnings clarifications.

2) For company disclosure, the dataset systematically processes Online Roadshows (ORS), including earnings presentations, IPO roadshows, and dedicated investor days, with full transcripts and participant analytics.

3) Company-Reported IR Activity (CRA) extracts the corporate post-event summaries for private and public investor relations activities such as site visits, roadshows and investor days.

4) Roadshow Calendar records the announcement of online and offline roadshows with daily updates, that help users to monitor roadshow hosted by companies of interest.

Overall, CIRA focuses on the unique information disclosure mechanisms of the Chinese capital market. It provides our clients with comprehensive and timely summaries of listed company information, helping them to conveniently understand the company's situation and investment prospects, and make more accurate and informed investment decisions.

• Coverage: 5000+ A-share stocks
• History: From 2010-01-01
• Update Frequency: Daily

This dataset contains Saudi Arabia Investment Funds (Open/Close). Data from Saudi Central Bank (SAMA). Follow datasource.kapsarc.org for timely data to advance energy economics research.Important notes:Note: As of 2006, the source of data is the Capital Market Authority (CMA).

Overview

The Finance Trends Dataset investigates how people choose investments across a range of financial sectors. It includes comprehensive data about 12,000 individuals, including their demographics, investing choices, goals, and motivations. The purpose of this dataset is to assist scholars, analysts, and students in comprehending investing behavior, financial objectives, and new developments in the contemporary financial environment.

Context

Both individual and societal development are significantly influenced by finance. To attain long-term objectives and financial security, people invest their resources in a variety of securities, including gold, government bonds, fixed deposits, equity markets, and mutual funds. This dataset covers the behavioral, motivational, and informational aspects that influence financial decisions, in addition to what people invest in. Patterns like how expectations, age, and gender affect investment preferences can be found by examining this dataset

Content

The Finance Trends Dataset explores how individuals invest their money and what factors influence their financial choices. Expected returns, preferred investment options, investor demographics, and the rationale behind the selection of various financial instruments are all covered. Analysis of investor behavior, financial incentives, and general market movements can all benefit from this dataset.

Conclusion

An excellent chance to investigate financial psychology and investment behavior at scale is provided by this dataset. Data scientists, finance students, and professionals with an interest in trend analysis, predictive modeling, and behavioral finance will find it excellent.

Accounts-Payable Time Series for MSCI Inc. MSCI Inc., together with its subsidiaries, provides critical decision support tools and solutions for the investment community to manage investment processes worldwide. The Index segment provides indexes for use in various areas of the investment process, including indexed financial product, such as ETFs, mutual funds, annuities, futures, options, structured products, and over-the-counter derivatives; performance benchmarking; portfolio construction and rebalancing; and asset allocation, as well as licenses GICS and GICS Direct. The Analytics segment offers risk management, performance attribution and portfolio management content, application, an integrated view of risk and return service, and an analysis of market, credit, liquidity, counterparty, and climate risk across asset classes; managed services, including consolidation of client portfolio data, review and reconciliation of input data and results, and customized reporting; and HedgePlatform to measure, evaluate, and monitor the risk of hedge fund investments. The ESG and Climate segment provides products and services that help institutional investors understand how ESG impacts the long-term risk and return of their portfolio and individual security-level investments; and data, ratings, research, and tools to help investors navigate increasing regulation. The All Other " Private Assets segment comprising real estate and infrastructure data, benchmarks, return-analytics, climate assessments and market insights; business intelligence to real estate owners, managers, developers, and brokers; and offers investment decision support tools for private capital. The Private Capital Solutions segment offers tools to help private asset investors across mission-critical workflows, such as sourcing terms and conditions, evaluating operating performance, managing risk and other activities supporting private capital investing. MSCI Inc. was incorporated in 1998 and is headquartered in New York, New York.

Dataset

This dataset was created by Larrtroffen

Released under MIT

Contents

Curated Business Development Company (BDC) dataset for THL INVESTMENT CAPITAL CORP (null) derived from SEC regulatory filings. CMD+RVL enriches 0 raw filings (NPORT-P, 10-K, 10-Q) with financial metrics, NAV history, portfolio holdings analytics, and performance tracking. Features longitudinal analysis, derivative metrics, and cross-BDC comparisons not available in source filings. Updated regularly with latest filings.

Curated Business Development Company (BDC) dataset for TRIARC DEERFIELD INVESTMENT CORP (null) derived from SEC regulatory filings. CMD+RVL enriches 0 raw filings (NPORT-P, 10-K, 10-Q) with financial metrics, NAV history, portfolio holdings analytics, and performance tracking. Features longitudinal analysis, derivative metrics, and cross-BDC comparisons not available in source filings. Updated regularly with latest filings.

ABSTRACT This paper investigates the presence of window dressing in the Brazilian investment fund market, focusing on equity funds. Window dressing is a practice that presents a particular portfolio composition to the market, which is different from that held by the fund in the reporting period. Just before the end of the period, fund managers change their positions with the aim of presenting safer, more profitable securities portfolios. We believe that there is a lack of empirical evidence on this topic in Brazil. Previous research focuses on diversification, style analysis, fund portfolio turnover, manager profile, and performance. Therefore, we believe that our paper is pioneering in presenting results on window dressing in Brazil. With the presence of window dressing, the market may signal distorted results to investors and guide their allocations towards funds in which they would not invest in the absence of such practices. Moreover, the adoption of window dressing may increase transaction costs and thus destroy value. Our results present a connection with previous studies by Bremer and Kato (1996), O’Neal (2001), Ng and Wang (2004), Ortiz, Sarto, and Vicente (2012), and Agarwal, Gay, and Ling (2014). This paper provides evidence of window dressing in Brazilian equity funds and proposes an empirical study to verify the presence of the practice between 2010 and 2016, using market model residuals, rank gap, and backward holding return gap analysis techniques. In short, our results are consistent with window dressing practices in funds managed by small companies that were losers against the Bovespa Index and presented a high tracking error in the period.

Business-critical Data Types We offer access to robust datasets sourced from over 13M job ads daily. Track companies’ growth, market focus, technological shifts, planned geographic expansion, and more: - Identify new business opportunities - Identify and forecast industry & technological trends - Help identify the jobs, teams, and business units that have the highest impact on corporate goals - Identify most in-demand skills and qualifications for key positions.

Fresh Datasets We regularly update our datasets, assuring you access to the latest data and allowing for timely analysis of rapidly evolving markets & dynamic businesses.

Historical Datasets We maintain at your disposal historical datasets, allowing for comprehensive, reliable, and statistically sound historical analysis, trend identification, and forecasting.

Easy Access and Retrieval Our job listing datasets are available in industry-standard, convenient JSON and CSV formats. These structured formats make our datasets compatible with machine learning, artificial intelligence training, and similar applications. The historical data retrieval process is quick and reliable thanks to our robust, easy-to-implement API integration.

Datasets for investors Investment firms and hedge funds use our datasets to better inform their investment decisions by gaining up-to-date, reliable insights into workforce growth, geographic expansion, market focus, technology shifts, and other factors of start-ups and established companies.

Datasets for businesses Our datasets are used by retailers, manufacturers, real estate agents, and many other types of B2B & B2C businesses to stay ahead of the curve. They can gain insights into the competitive landscape, technology, and product adoption trends as well as power their lead generation processes with data-driven decision-making.

Foreign Direct Investment in Indonesia increased by 245.80 IDR Trillion in the fourth quarter of 2024. This dataset provides - Indonesia Foreign Direct Investment - actual values, historical data, forecast, chart, statistics, economic calendar and news.

Curated Business Development Company (BDC) dataset for FIDUS INVESTMENT Corp (fdus) derived from SEC regulatory filings. CMD+RVL enriches 37 raw filings (NPORT-P, 10-K, 10-Q) with financial metrics, NAV history, portfolio holdings analytics, and performance tracking. Features longitudinal analysis, derivative metrics, and cross-BDC comparisons not available in source filings. Updated regularly with latest filings.

Form N-PORT is to be used by a registered management investment company, or an exchange-traded fund organized as a unit investment trust, or series thereof (“Fund”), other than a Fund that is regulated as a money market fund (“money market fund”) under rule 2a-7 under the Investment Company Act of 1940 15 U.S.C. 80a (17 CFR 270.2a-7) or a small business investment company (“SBIC”) registered on Form N-5 (17 CFR 239.24 and 274.5), to file reports of monthly portfolio holdings pursuant to rule 30b1-9 under the Act (17 CFR 270.30b1-9).

Comprehensive Consumer Marketing Dataset for Investment Insight

This extensive dataset from WiserBrand, sourced from PissedConsumer, includes over 5 million detailed consumer reviews across 140,000 companies globally. Designed for hedge funds, venture capital, and investment firms, this dataset is ideal for predicting stock price trends and evaluating the inner workings of companies through consumer sentiment.

Key Features of Consumer Marketing Data:

Volume and Coverage: Over 5 million reviews covering 140,000 companies, providing a comprehensive overview of consumer sentiment and feedback. Detailed Complaint Insights: Each entry includes complaint titles and texts, offering a transparent look at recurring consumer issues and expectations. Desired Solutions: Analyze consumer expectations by reviewing data on preferred complaint resolutions, providing insights into how well companies meet demands. Device and Date Specifics: Includes device type and activation dates for additional analytical context and trend tracking. Geographical Information: Company locations are detailed down to the state and city levels, supporting precise regional analyses. Company and Industry Data: Reviews are organized by company names and industry types, enabling targeted research into specific sectors. This Consumer Marketing Data from PissedConsumer provides invaluable insights for assessing a company’s resilience, customer satisfaction levels, and overall reputation. Utilize this data to detect trends, better understand consumer demands, and evaluate potential investment opportunities based on consumer perception.

Category: Consumer Marketing Data

Unlock the potential of consumer feedback to enhance investment strategies with this comprehensive dataset from PissedConsumer, designed to offer actionable insights into company performance and market positioning.

Intagible-Assets Time Series for MSCI Inc. MSCI Inc., together with its subsidiaries, provides critical decision support tools and solutions for the investment community to manage investment processes worldwide. The Index segment provides indexes for use in various areas of the investment process, including indexed financial product, such as ETFs, mutual funds, annuities, futures, options, structured products, and over-the-counter derivatives; performance benchmarking; portfolio construction and rebalancing; and asset allocation, as well as licenses GICS and GICS Direct. The Analytics segment offers risk management, performance attribution and portfolio management content, application, an integrated view of risk and return service, and an analysis of market, credit, liquidity, counterparty, and climate risk across asset classes; managed services, including consolidation of client portfolio data, review and reconciliation of input data and results, and customized reporting; and HedgePlatform to measure, evaluate, and monitor the risk of hedge fund investments. The ESG and Climate segment provides products and services that help institutional investors understand how ESG impacts the long-term risk and return of their portfolio and individual security-level investments; and data, ratings, research, and tools to help investors navigate increasing regulation. The All Other " Private Assets segment comprising real estate and infrastructure data, benchmarks, return-analytics, climate assessments and market insights; business intelligence to real estate owners, managers, developers, and brokers; and offers investment decision support tools for private capital. The Private Capital Solutions segment offers tools to help private asset investors across mission-critical workflows, such as sourcing terms and conditions, evaluating operating performance, managing risk and other activities supporting private capital investing. MSCI Inc. was incorporated in 1998 and is headquartered in New York, New York.