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Allocator Trends Report March 2016

Insights from 15,000+ global consumers and business buyers on a new era of customer engagement.

Allocators Fund Managers

Allocator Trends Report March 2016

For 2016, allocators say they are optimistic about alternative asset managers and open to establishing new relationships and exploring strategies that help diversify portfolios and mitigate risk. This was the dominant perception among allocators who attended Context Summits Miami 2016 from February 3-5. Nearly 80% of allocators plan to allocate new capital to hedge funds in 2016, with 57% prepared to invest in four or more funds.

While some findings may be contrary to current market sentiment*, it’s important to consider that this report represents the viewpoint of allocators at Context Summits Miami 2016, who consistently seek opportunities and actively invest within the alternative asset management industry. The purpose of this report is to provide insight into how allocators are approaching 2016.

These allocators remain undeterred by uncertain volatile market conditions and concerns, including fears over a U.S recession, negative interest rates in some parts of the world and the Presidential election process. While allocators see potential headwinds, such as a geopolitical crisis or overcrowding in positions, their enthusiasm remains strong. Cash positions are down dramatically and allocations to alternative asset managers, particularly in funds with track records of five years or less, is growing.

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