Hedge Fund Services
Hedge fund services encompass a range of specialized solutions designed to support the complex needs of hedge fund managers and investors. These services typically include portfolio management, risk assessment, regulatory compliance, and performance analytics. By leveraging advanced tools and expert insights, hedge fund service providers help streamline operations, optimize investment strategies, and ensure adherence to industry standards.
Hedge Fund Solutions
Investment Idea Generations
With alpha on our minds, we provide tailor-made investment screeners across asset classes by blending a wide range of parameters that best reflect our client’s investment ethos.
- Designing customized equity idea screeners as well as fixed income idea screeners to generate high-quality investment opportunities.
- Implementing top-down as well as bottom-up methodologies.
- Incorporating sector-specific flavors by using adjusted financial data, and infusing strategy-specific parameters to filter relevant ideas.
- Incorporating custom, thematic KPIs such as ESG parameters to reflect the client’s desired investment philosophy.
- Blending fundamental as well as technical KPIs to design an efficient screening process.
- Maintaining and updating idea screeners and identifying churn opportunities to maximize alpha.
Company Research and Evaluation
Our detailed financial valuation models across sectors adhere to our clients’ styles and come with various value-added features, such as automated data population and sensitivity analysis.
- Preparing company-specific investment summary reports, including business description, business strategy, investment thesis, and SWOT analysis.
- Preparing detailed financial models along with driver-based financial forecasting.
- Conducting valuation exercises using different techniques such as DCF valuation, relative valuation, and sector-specific valuation.
- Conducting special analyses such as scenario analysis, sensitivity analysis, what-if analysis, etc.
- Tracking key data on sectors and economies to generate top-down ideas.
- Conducting forensic analysis and analyzing the quality of reporting (based on IFRS, UK GAAP, and US GAAP principles) to identify divergence areas.
Complaince and Performing Monitoring
Our effective support on compliance functions and performance reporting provides our clients with more time for alpha-focused activities.
- Providing support on compliance reporting under various standards (e.g., GIPS).
- Preparing sections of 13-F filings related to details on investment positions, quarterly performance, and reconciliation statements.
- Conducting macro as well as micro attribution analysis to gauge the quality of performance.
- Calculating alpha for various strategies and management styles based on respective benchmarks.
- Preparing performance dashboards with visualization for efficient and clear reporting.
Index and Quantative Research
Our quantitative research team complements our fundamental research and provides solutions for trading strategy backtesting, regression analysis, index rebalancing, etc.
- Pre-index rebalance analytics, monitoring, and tracking of index events, and post-index rebalance analytics.
- Create alpha and add value to current and new trading strategies.
- Create and backtest trading strategies and construct portfolios across multiple risk attributes.
- Develop and validate risk models covering credit risk, investment risk, and operational risk.
- Expertise across multiple data sources covering fundamental and estimates data, fund flows, global macro, pricing data, ownership, and ESG data.
Automation and Technology Solutions
Leveraging our team of RPA and analytics specialists, hedge funds exploit alternative data (e.g., store densities for retailers) and unique information (e.g., e-channel checking on social media) using technology-enabled solutions with the focus to beat the street.
- Portfolio tracker automation, including daily, weekly, monthly, and YTD stock performance.
- Setting automatic price movement and other alerts to identify churn opportunities.
- Tracking news and events across industries using automated tools developed in Python, Spyder, etc.
- Preparing auto-updateable, standardized templates for investment memos.
- Building quick, automated financial models using a blend of auto-refreshable queries from databases.
Why SGA
Who We Work With
Our Ins(AI)ghts
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The Top 5 Hedge Funds in the World to Invest In 2025
Hedge funds in 2025 offer strong diversification amid rising rates and market volatility.
Top performers include BlackRock, Elliott Management, Two Sigma, RenTech, AQR, and Millennium.
These funds use advanced strategies like AI, quant models, and activist investing.
High AUM and consistent performance make them attractive to HNIs and institutions.
Hedge funds provide personalized portfolios and lower correlation to traditional markets.
They remain key tools for maximizing returns while managing downside risk.
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Top Hedge Fund Industry Trends
The hedge fund industry has seen remarkable growth, especially post-pandemic, with a shift towards higher-return strategies. Nowadays, hedge funds are focusing on long-short equity investments, where they buy undervalued stocks and short those expected to decline. ESG (Environmental, Social, and Governance) investing has become a major priority, with hedge funds increasingly allocating funds to sustainable and ethical investments. The demand for ESG-focused funds is rising, as they outperform traditional portfolios. While large firms have benefited the most, small hedge funds might also thrive if they adapt to virtual meetings and the changing market dynamics.
