HEDGE FUNDS- THE INVSETMENT ALTERNATIVE

FOR INSTITUTIONAL INVESTORS AND THE ADVENT

ON THE RETAIL MARKET

BY: RIYA JAIN

A1802012348
 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.
 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.
 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.).
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.
 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.
 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.
THANK YOU