AIMA Australia Inaugural Superannuation Trustees Alternative Funds Education Forum Survey AIMA Australian Inaugural Superannuation Trustees Alternative Funds Education Forum - Survey In conjunction with the AIMA Australia Inaugural Superannuation Trustees Education Forum - February 22nd 4-6pm EY Melbourne. The following survey will help AIMA shape future forums and give AIMA an understanding of the current perceptions of the industry. All responses will be aggregated kept anonymous and shared at the forum. OK Question Title * 1. How many Hedge Funds/Alternative Asset Management companies are there in Australia? 0-50 50-150 150-300 300+ Other (please specify) OK Question Title * 2. What is the average assets under management of Australian based Hedge Funds/Alternative Asset Managers? $0-$50 Million AUD $50- $100 million AUD $100-$300 Million AUD $300 Million - $1 Billion AUD $1 Billion plus OK Question Title * 3. How many Australian Hedge Funds have been shown to be fraudulent or have blown up? 0-25 25-75 75-100 100 + OK Question Title * 4. In Australia during the global financial crisis what was the average return for the following fund types? Greater than 10% 0%-10% 0% - negative 10% negative 10% - negative 20% negative 20%-negative 30% negative 30%-negative 40% negative 40%-negative 50% negative 50% plus Conservative balanced funds Conservative balanced funds Greater than 10% Conservative balanced funds 0%-10% Conservative balanced funds 0% - negative 10% Conservative balanced funds negative 10% - negative 20% Conservative balanced funds negative 20%-negative 30% Conservative balanced funds negative 30%-negative 40% Conservative balanced funds negative 40%-negative 50% Conservative balanced funds negative 50% plus Growth balanced funds Growth balanced funds Greater than 10% Growth balanced funds 0%-10% Growth balanced funds 0% - negative 10% Growth balanced funds negative 10% - negative 20% Growth balanced funds negative 20%-negative 30% Growth balanced funds negative 30%-negative 40% Growth balanced funds negative 40%-negative 50% Growth balanced funds negative 50% plus High growth balanaced funds High growth balanaced funds Greater than 10% High growth balanaced funds 0%-10% High growth balanaced funds 0% - negative 10% High growth balanaced funds negative 10% - negative 20% High growth balanaced funds negative 20%-negative 30% High growth balanaced funds negative 30%-negative 40% High growth balanaced funds negative 40%-negative 50% High growth balanaced funds negative 50% plus Hedge funds/alternative asset managers Hedge funds/alternative asset managers Greater than 10% Hedge funds/alternative asset managers 0%-10% Hedge funds/alternative asset managers 0% - negative 10% Hedge funds/alternative asset managers negative 10% - negative 20% Hedge funds/alternative asset managers negative 20%-negative 30% Hedge funds/alternative asset managers negative 30%-negative 40% Hedge funds/alternative asset managers negative 40%-negative 50% Hedge funds/alternative asset managers negative 50% plus OK Question Title * 5. In terms of the risk associated with the average Hedge fund/alternative asset manager are they more or less risky than the following fund types? Much less risky than hedge funds Less risky than hedge funds Similar risk profile than hedge funds More risky than hedge funds Much more risky than hedge funds Passive long only equity funds Passive long only equity funds Much less risky than hedge funds Passive long only equity funds Less risky than hedge funds Passive long only equity funds Similar risk profile than hedge funds Passive long only equity funds More risky than hedge funds Passive long only equity funds Much more risky than hedge funds Passive long only goverment bond funds Passive long only goverment bond funds Much less risky than hedge funds Passive long only goverment bond funds Less risky than hedge funds Passive long only goverment bond funds Similar risk profile than hedge funds Passive long only goverment bond funds More risky than hedge funds Passive long only goverment bond funds Much more risky than hedge funds OK Question Title * 6. What are Hedge Funds/Alternative Funds used for? Please rank 1-4 with 1 being often, 4 being never. 1 2 3 4 Superior returns 1 2 3 4 Downside protection 1 2 3 4 Speculation and leverage 1 2 3 4 Diversification OK Question Title * 7. Please rate the following potential descriptions of Hedge Funds/Alternative Asset managers Strongly agree Agree Midly agree Neutral Midly disagree Disagree Strongly disagree Liquid Liquid Strongly agree Liquid Agree Liquid Midly agree Liquid Neutral Liquid Midly disagree Liquid Disagree Liquid Strongly disagree Transparent Transparent Strongly agree Transparent Agree Transparent Midly agree Transparent Neutral Transparent Midly disagree Transparent Disagree Transparent Strongly disagree High Fees High Fees Strongly agree High Fees Agree High Fees Midly agree High Fees Neutral High Fees Midly disagree High Fees Disagree High Fees Strongly disagree Unregulated Unregulated Strongly agree Unregulated Agree Unregulated Midly agree Unregulated Neutral Unregulated Midly disagree Unregulated Disagree Unregulated Strongly disagree Strong Operationally Strong Operationally Strongly agree Strong Operationally Agree Strong Operationally Midly agree Strong Operationally Neutral Strong Operationally Midly disagree Strong Operationally Disagree Strong Operationally Strongly disagree Simple strategies Simple strategies Strongly agree Simple strategies Agree Simple strategies Midly agree Simple strategies Neutral Simple strategies Midly disagree Simple strategies Disagree Simple strategies Strongly disagree Tax havens for the rich Tax havens for the rich Strongly agree Tax havens for the rich Agree Tax havens for the rich Midly agree Tax havens for the rich Neutral Tax havens for the rich Midly disagree Tax havens for the rich Disagree Tax havens for the rich Strongly disagree Deliver strong risk adjusted returns Deliver strong risk adjusted returns Strongly agree Deliver strong risk adjusted returns Agree Deliver strong risk adjusted returns Midly agree Deliver strong risk adjusted returns Neutral Deliver strong risk adjusted returns Midly disagree Deliver strong risk adjusted returns Disagree Deliver strong risk adjusted returns Strongly disagree Strong diversification benefits Strong diversification benefits Strongly agree Strong diversification benefits Agree Strong diversification benefits Midly agree Strong diversification benefits Neutral Strong diversification benefits Midly disagree Strong diversification benefits Disagree Strong diversification benefits Strongly disagree A key building block for portfolios A key building block for portfolios Strongly agree A key building block for portfolios Agree A key building block for portfolios Midly agree A key building block for portfolios Neutral A key building block for portfolios Midly disagree A key building block for portfolios Disagree A key building block for portfolios Strongly disagree Good value proposition Good value proposition Strongly agree Good value proposition Agree Good value proposition Midly agree Good value proposition Neutral Good value proposition Midly disagree Good value proposition Disagree Good value proposition Strongly disagree Good Governance Good Governance Strongly agree Good Governance Agree Good Governance Midly agree Good Governance Neutral Good Governance Midly disagree Good Governance Disagree Good Governance Strongly disagree Other (please specify) OK Question Title * 8. Do you feel adequately informed on matter and topics related to hedge funds and alternative strategies? Yes, totally across Somewhat across Would like to learn more Help on key issues would be beneficial OK Question Title * 9. Which topics would you be most interested in hearing about at the AIMA Australia Super Education Forum 2017? feel free to check more than 1 box. Hedge Funds - myths and misconceptions Hedge Funds - why consider them in an investment portfolio? Investing in Hedge Funds - use of consultants, internal teams or external teams? Risks associated with Hedge Fund Investing Hedge Fund due diligence Stock/securities lending programs and shorting ESG and Hedge Funds Impact and role of Hedge Funds in the economy? Other (please specify) OK DONE
