In the past decade the number of hedge funds in Canada has grown significantly and their performance as a group has been noteworthy. With this growth and performance has come increased interest in Canadian hedge funds by high net worth families, not-for-profit organizations and institutional investors, both in Canada and globally.
BULLWEALTH has developed proprietary hedge fund indices that are published monthly through our BW Canadian Hedge Fund Index and our strategy specific Sub-Indices. The BW Canadian Hedge Fund Index and related Sub-Indices are designed to provide a comprehensive overview of the performance of the Canadian hedge fund universe based on a database of returns for over 300 distinct Canadian hedge funds. The inception date of the Index and Sub-Indices is January 2003.
These indices help facilitate effective analysis of Canadian hedge funds versus their peers.
|Index||Bloomberg Code||February 2017||YTD Return 2017|
|Canadian Hedge Fund Index||BWHFHFI||+0.42%||+0.94%|
|Canadian Hedge Fund Index ex-Equity Directional||BWHFHFXD||+0.79%||+0.87%|
|Equity Market Neutral||BWHFEMN||-0.14%||-0.12%|
|Equity Hedge Sub-Index||BWHFEH||+0.83%||+0.88%|
|Equity Directional Sub-Index||BWHFEDIR||-0.38%||+1.06%|
BULLWEALTH objectively conducts diligent research, selection and continuous monitoring of third party investment managers, then produces comprehensive quarterly research reports for the group of managers we are currently utilizing to implement our client solutions.
We also publish a quarterly market commentary hi-lighting macro-economic trends occurring in the global markets.
Periodically, BULLWEALTH writes articles or "white papers" for various publications. In the case of our CIO, Peter Klein, his papers have received academic acclaim and industry awards. In 2015, BULLWEALTH was awarded the Barclay Hedge Fund Award for Best Alternative Investment Research - Canada.
|FOUNDATIONS - Making the Leap to an Outsourced Chief Investment Officer||Download Document|
|FOUNDATIONS - How a Chief Investment Officer (OCIO) at BULLWEALTH works with you||Download Document|
|FOUNDATIONS - THE FUNDAMENTALS: Transitioning to an OCIO Model||Download Document|
|SMALLER IS BETTER AS CANDIAN HEDGE FUNDS OUTPERFORM GLOBAL RIVALS | NOV 8, 2016||Download Document|
|Q3 CAPITAL MARKET COMMENTARY | SEP 30, 2016||Download Document|
|Q2 CAPITAL MARKET COMMENTARY | JUN 30, 2016||Download Document|
|THE CANADIAN HEDGE FUND INDUSTRY: PERFORMANCE AND MARKET TIMING | MAY 1, 2016||Download Document|
|FOUNDATIONS - AN ALTERNATIVE APPROACH TO INVESTMENT MANAGEMENT | APR 6, 2016||Download Document|
|FOUNDATIONS - ALTERNATIVE INVESTMENTS: ARE THEY RIGHT FOR CHARITIES? | APR 6,2016||Download Document|
|FOUNDATIONS - HEDGE FUNDS FOR CHARITIES | APR 6, 2016||Download Document|
|Q1 CAPITAL MARKET COMMENTARY | MAR 31, 2016||Download Document|
|Q4 CAPITAL MARKET COMMENTARY | Dec 31, 2015||Download Document|
|FOUNDATIONS - TOP 10 REASONS NON-PROFITS SHOULD USE THE OCIO MODEL | SEP 15, 2015||Download Document|
|FOUNDATIONS - GOOD FIDUCIARY OVERSIGHT ENABLES MISSION FOCUS AND SUCCESS | SEP 15, 2015||Download Document|
|FOUNDATIONS - INSIGHT: WHAT IT MEANS TO BE A MEMBER OF AN INVESTMENT COMMITTEE | SEP 15, 2015||Download Document|
|FIDUCIARY ADVISORY SERVICES - CHARITIES AND NON-PROFITS | MAY 1, 2015||Download Document|
|THE MERIT OF TAKING A PORTFOLIO APPROACH IN HEDGE FUND INVESTING | APR 13, 2015||Download Document|
|THE GREAT WHITE NORTH | APR 13, 2015||Download Document|
|THE L WORD | APR 13, 2015||Download Document|
|FAULTY HYPOTHESISES AND HEDGE FUNDS | APR 13, 2015||Download Document|
|FOUNDATIONS - WELCOME TO THE INAGURAL EDITION OF FOUNDATIONS | MAR 5, 2015||Download Document|
|FOUNDATIONS - ENDOWMENT FUNDS CAN HELP CHARITIES FULFILL THEIR MISSION | MAR 5, 2015||Download Document|
|FOUNDATIONS - BETTER INVESTMENT MANAGEMENT | MAR 5, 2015||Download Document|
|FOUNDATIONS - BY THE NUMBERS | MAR 5, 2015||Download Document|
|THE CANADIAN HEDGE FUND INDUSTRY: PERFORMANCE AND MARKET TIMING | FEB 1, 2015||Download Document|
BULLWEALTH reads and reviews numerous research reports, white papers and articles on an ongoing basis. Periodically, we read a report or article that we believe supports the components of our value proposition or may be of enough interest to share.
|Financial Post Article Citing BULLWEALTH CIO Peter Klein | JAN 22, 2016||Download Document|
|asset allocation | APR 13, 2015||Download Document|
|How Helping Charities Boosts Assets | FEB 6, 2015||Download Document|
|financial turbulence and risk management | APR 13, 2015||Download Document|
|risk budgets | APR 13, 2015||Download Document|