Q1 in Summary: Earnings, Insights, and a lot of Ice
More inflows. More players.
More assets than ever before.
And despite the smothering winter, a pervasive fear of market corrections, and the potential for three new nation-states, the first quarter of 2014 has been poignant, exciting, and down-right dynamic for the hedge fund community.
As a newly public company, our development in the first quarter of the year matched this optimism among funds, and mirrored a mobilized, tech-focused community looking for the upside of institutionalization and the tools to find a smarter, more elusive alpha.
From our perch, here’s a quick summary of Liquid’s activities thus far—our growth, ideas, and events.
A Longer Shoreline
Yesterday we released our first quarter 2014 earnings. Total clients rose to119, a 55% increase from Q4 2013—an indicator that the tools we build are being used by the fund community every day—delivering more transparency and institutional credibility to their investors, more insights into the drivers of performance and risk for their portfolio managers, and more capital for their businesses.
And while our client mix is made up of emerging and established hedge funds, start-up managers in capital raising mode can take advantage of our newly launched portfolio simulator program to aid their marketing efforts.
A Compliment
While we didn’t win an Oscar, it’s been an honor to be recognized by our peers in the industry. Just a few weeks ago, Hedgeweek dubbed Liquid the “Best Risk Management Software Provider” based on votes from its 16,000 practitioners from hedge funds and other asset managers, institutional investors, service providers, analysts, and academia. While we cannot let the cat of the bag, we expect to receive more industry accolades based on our unique differentiators.
And, as risk continues to be a major focus, we will continue to deliver agile solutions beyond traditional order and execution management systems
Boots on the Ground
The Princeton Club, 125 colleagues, and insights on launching a hedge fund built for success—the three things you missed if you weren’t able to make it to our first in a series of ‘outlier’ events held on March 4th. Featuring panelists from Liquid, Sadis & Goldberg, and Rothstein Kass, the event took a look at particular challenges in the new fund reality. Funds today can no longer project a linear pathway of pure alpha generation; now, launching a fund is more like launching a corner store—with less bananas and more skin in the game.
We followed March 4th with our second outlier event on tax day, April 15th. 750 Third Avenue set the stage for an open forum discussion with 85 industry practitioners on attracting fresh capital through institutional credibility. Featuring panelists from Apex Fund Services, Liquid, Marcum, and Family Office Insights, the event focused on institutional investors and how they choose which funds to invest with, based on factors beyond pedigree and alpha generation.
Liquid also sent representatives to a number of conferences throughout January, February, and March. As either attendants or presenters, we were actively engaged with investors, clients, and the media.
Brain Trust
In addition to field time, Liquid started conversations in the industry through a number of thought leadership initiatives. Taking a look at the pain points, challenges, and hardships facing fund managers, we released two research-driven white papers: one identifying capital hidden in fund infrastructures, and the other defining the new role that risk is playing in front-office activities.
Liquid’s blog is alive and kicking with recent posts on tech advancements and the state of the industry. And, our prophetic “Seven Laws of Hedge Fund Physics” even made its way to the front page of The Hedge Fund Journal.
R & D
Finally, Liquid continues to deliver on our promise of innovation for the fund community, as we released our latest software innovations, provided insights and best practices for implementing that software, and look towards the future needs for the alternatives space—the changing nature of emerging funds, the challenging business of growing an established fund, and the impact of regulatory guidelines.
More assets than ever before.
And despite the smothering winter, a pervasive fear of market corrections, and the potential for three new nation-states, the first quarter of 2014 has been poignant, exciting, and down-right dynamic for the hedge fund community.
As a newly public company, our development in the first quarter of the year matched this optimism among funds, and mirrored a mobilized, tech-focused community looking for the upside of institutionalization and the tools to find a smarter, more elusive alpha.
From our perch, here’s a quick summary of Liquid’s activities thus far—our growth, ideas, and events.
A Longer Shoreline
Yesterday we released our first quarter 2014 earnings. Total clients rose to119, a 55% increase from Q4 2013—an indicator that the tools we build are being used by the fund community every day—delivering more transparency and institutional credibility to their investors, more insights into the drivers of performance and risk for their portfolio managers, and more capital for their businesses.
And while our client mix is made up of emerging and established hedge funds, start-up managers in capital raising mode can take advantage of our newly launched portfolio simulator program to aid their marketing efforts.
A Compliment
While we didn’t win an Oscar, it’s been an honor to be recognized by our peers in the industry. Just a few weeks ago, Hedgeweek dubbed Liquid the “Best Risk Management Software Provider” based on votes from its 16,000 practitioners from hedge funds and other asset managers, institutional investors, service providers, analysts, and academia. While we cannot let the cat of the bag, we expect to receive more industry accolades based on our unique differentiators.
And, as risk continues to be a major focus, we will continue to deliver agile solutions beyond traditional order and execution management systems
Boots on the Ground
The Princeton Club, 125 colleagues, and insights on launching a hedge fund built for success—the three things you missed if you weren’t able to make it to our first in a series of ‘outlier’ events held on March 4th. Featuring panelists from Liquid, Sadis & Goldberg, and Rothstein Kass, the event took a look at particular challenges in the new fund reality. Funds today can no longer project a linear pathway of pure alpha generation; now, launching a fund is more like launching a corner store—with less bananas and more skin in the game.
We followed March 4th with our second outlier event on tax day, April 15th. 750 Third Avenue set the stage for an open forum discussion with 85 industry practitioners on attracting fresh capital through institutional credibility. Featuring panelists from Apex Fund Services, Liquid, Marcum, and Family Office Insights, the event focused on institutional investors and how they choose which funds to invest with, based on factors beyond pedigree and alpha generation.
Liquid also sent representatives to a number of conferences throughout January, February, and March. As either attendants or presenters, we were actively engaged with investors, clients, and the media.
Brain Trust
In addition to field time, Liquid started conversations in the industry through a number of thought leadership initiatives. Taking a look at the pain points, challenges, and hardships facing fund managers, we released two research-driven white papers: one identifying capital hidden in fund infrastructures, and the other defining the new role that risk is playing in front-office activities.
Liquid’s blog is alive and kicking with recent posts on tech advancements and the state of the industry. And, our prophetic “Seven Laws of Hedge Fund Physics” even made its way to the front page of The Hedge Fund Journal.
R & D
Finally, Liquid continues to deliver on our promise of innovation for the fund community, as we released our latest software innovations, provided insights and best practices for implementing that software, and look towards the future needs for the alternatives space—the changing nature of emerging funds, the challenging business of growing an established fund, and the impact of regulatory guidelines.
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