Directories & Reports

Australian Investment Managers Report

• The directory profiles 209 investment management firms that are fully or partly owned by their staff, as well as listed investment companies and specialist alternative investment managers including hedge funds.
• These 209 investment management firms control approximately $279 billion, (US$252b).
• The directory identifies 148 independently-owned managers (predominantly long-only, benchmark-unaware strategies), and 61 hedge fund firms.

The 76-page (hard-copy only) directory has 35 pages profiling each of the 209 managers. There are also details on 42 service providers (brokers, fund admin, operational, software/data/IT, business services) and global managers marketing into Australia. In addition, there is qualitative and quantitative analysis on Australian investors including super funds, SMSFs and high-net-worth investors.

Emerging Companies and VC Funds Report

Some of the insights we will be exploring in the report include:

• A who’s who of industry participants and service providers in the SmallCap and VC ecosystem.
• Size of the market and comparisons to other investment markets in Australia
• Forming and running SmallCap and VC funds. Risk and return considerations. Raising capital.
• Demarcation in Australia between start-up/angel investing vs VC vs PE vs pre-IPO. There is a spectrum of risk/return and size of capital opportunities across these sectors.
• The appetite for SmallCap and VC investments from Australia’s large HNW sector (eg larger SMSFs and Family Offices), boutique ASIC regulated fund managers, listed investment companies (LICs), and private investment offices (PIOs), run by wealthy individuals
• The appetite for SmallCap and VC funds from SIV Chinese and other Asian investors