130/30 Survey – Year 2

Oct 22nd, 2008 | Filed under: Featured Post

A little over a year ago, AllAboutAlpha and media partner Terrapinn conducted a landmark survey of institutional investors, asset managers and service providers on what was then one of the most anticipated developments in the asset management industry: 130/30 investing.

A lot has changed over the past year.  As anticipated by respondents last year, many new funds have been launched.  But performance has been lackluster.  Many attribute this to negative returns for both the beta component of these funds and the quantitative nature of many of their alpha components.  As a result, questions still remain about the approach that was once touted to become a $2 trillion industry.

In particular, how will 130/30 managers respond to new regulatory constraints (related post)?  Will they reduce their reliance on quantitative investment techniques (related post)?  What kind of push-back will these funds get from increasingly skeptical end investors?   And has the original rationale for these funds changed as a result of recent market developments?

A follow-up survey of managers, investors and service providers is being launched today by AllAboutAlpha and Terrapinn.

Click here to take this brief 5-10 minute survey and be among the first to receive the results.

If you invest in these fund, your firm manages one of them, you service those who do, or you simply have an opinion about this topic, please fill out the survey by November 10.

For a refresher on 130/30 funds, visit AllAboutAlpha’s 130/30 archive containing over 75 articles or our 130/30 research dossier containing over 30 of the most relevant white papers and research studies on this topic.

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