Hedge Fund Managers and Institutional Investors Clash on Outsourcing Trends

Three quarters of hedge fund investors believe hedge funds should completely outsource valuation to an administrator, although nearly an equal number of managers (71%) perceive risks in fully outsourcing the task, according to Ernst & Young's fifth-annual survey of the global hedge fund market.
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Three quarters of hedge fund investors believe hedge funds should completely outsource valuation to an administrator, although nearly an equal number of managers (71%) perceive risks in fully outsourcing the task, according to Ernst & Young’s fifth-annual survey of the global hedge fund market.

However, nearly two-thirds of both groups agree that administrators have a positive impact on investor confidence, the report found, although just one in four managers or investors is confident that administrators can accurately value less-liquid Level 3 assets.

The survey also found that 76% of investors want shadow accounting, but only 35% are willing to pay for it. Shadowing often results in a replication of the work that administrators are performing, Ernst & Young says, which then requires reconciliation between the funds and the administrators systems.

The findings reveal a significant duplication of efforts and a business model that is expensive and unique to the hedge fund industry, says Arthur Tully, co-leader of Ernst & Young’s Global Hedge Funds practice. Over the long term, hedge funds will likely reexamine their shadowing activities and begin to create a control environment that takes advantage of the administrators strengths while building in controls to address any shortcomings.

The survey also found that regulation is the primary concern for 48% of hedge fund managers and 36% of investors.

The findings were compiled by consulting firm Greenwich Associates for Ernst & Young. The study polled 92 hedge fund managers and 42 institutional investors.

(CG)

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