Hedge funds

1. “HEDGE FUNDS- THE INVSETMENT ALTERNATIVE
FOR INSTITUTIONAL INVESTORS AND THE ADVENT
ON THE RETAIL MARKET”
BY: RIYA JAIN
A1802012348

2. INTRODUCTION
• Hedge funds are pooled investment scheme
subject to less regulatory restriction on the use of
leverage, short selling and derivatives than the
other regulated investment vehicles
• In particular, the investment vehicles accessible
to retail investor are permitted to invest in hedge
fund. Institutional investors are just what the
name implies: large institutions, such as banks,
insurance companies, pension funds, mutual
funds, and exchange-traded funds (ETFs),that buy
and sell securities for their investment portfolios.

3. OBJECTIVES OF THE STUDY:
• Understanding Hedge funds conceptually.
• Studying the various types of hedge funds.
• To make a depth study of the hedge funds
indices.
• Studying the difference between Mutual
Funds and Hedge Funds.
• Understanding the effect on the retail market.

4. RESEARCH METHODOLOGY
RESEARCH OBJECTIVES:
• To study the investment alternative via hedge funds.
• Comparative study of hedge funds i.e Global funds and
Equity hedge funds.
• Understanding the effect on retail market.
DATA COLLECTION:
• In this study, majorly secondary sources will be used to
collect data and establish the points of concern
(Secondary sources: internet, research papers, news
articles etc.).

5. RESEARCH DESIGN:
• The research is going to be descriptive, as it
will explain the Hedge Funds- The Investment
Alternative For Institutional Investors And The
Advent On The Retail Market.
TOOLS AND TECHNIQUES:
• Tabulation of Hedge Funds on the basis of
daily, monthly and historical performances.

6. RECOMMENDATIONS
• Hedge Funds allow the investors to establish investment
strategies that are dramatically different from the
traditional long-only strategy used by the traditional
vehicles like mutual funds.
• The retail investors are now able, in some case to access in
the alternative asset. In many jurisdiction, where the direct
retail participation in a hedge fund is prohibited, there are
not rule about the indirect participation.
• In particular, the investment vehicles accessible to retail
investor are permitted to invest in hedge fund. Institutional
investors are just what the name implies: large institutions,
such as banks, insurance companies, pension funds, mutual
funds, and exchange-traded funds (ETFs) that buy and sell
securities for their investment portfolios.

7. CONCLUSION
• The Hedge Fund Index is a measure of the average return of
all hedge funds (excepting Funds of Funds) in the database.
• Thus we conclude that the retail investors are now able, in
some case to access in the alternative asset. In many
jurisdiction, where the direct retail participation in a hedge
fund is prohibited, there are not rule about the indirect
participation. In particular, the investment vehicles
accessible to retail investor are permitted to invest in hedge
fund.
• By 2015, retail alternative investments are expected to
account for one-quarter of revenues and a majority of
revenue growth.

8. THANK YOU