To access a Hedge Fund Summary

In order to view the Hedge Fund universe, you must first read and electronically sign an agreement.

To access a Hedge Fund Summary, do the following:

1. In the left navigation pane, click Research.  The Research area opens.

2. In the left-hand column, click Hedge Funds. The Hedge Funds area opens.

3. Double-click Global Hedge Funds. The Hedge Funds universe opens.

4. Locate the fund(s) for which you want the report.

5. Select the fund(s) by checking the box to the left of the hedge fund name(s).

6. From the Action menu, point to Reports, then click Hedge Fund Summary.

7. The Report Settings dialog box opens.  From this window you can attach two benchmarks and a risk-free rate.  

8. To change the default benchmarks, click Find.  The Select Benchmark dialog opens.

9. Locate the desired benchmark and click OK.  You are returned to the Report Settings window.

10. To use only one benchmark, check the box marked Don’t use Benchmark 2.

11. To change the risk-free rate, click Find.  The Select Benchmark dialog opens.

12. Locate the desired benchmark and click OK.  You are returned to the Report Settings window.

13. Click OK.  The PDF report opens in a new window.

or

1. In the left navigation pane, click Research. The Research area opens.

2. In the left-hand column, click Hedge Funds. The Hedge Funds area opens.

3. Double-click on Global Hedge Funds. The Hedge Funds universe opens.

4. Right-click on the fund for which you want the summary. A pop-up appears.

5. Point to Reports, then click on Hedge Fund Summary. The Report Settings dialog box opens.  From this window you can attach two benchmarks and a risk-free rate.  

6. To change the default benchmarks, click Find.  The Select Benchmark dialog opens.

7. Locate the desired benchmark and click OK.  You are returned to the Report Settings window.

8. To use only one benchmark, check the box marked Don’t use Benchmark 2.

9. To change the risk-free rate, click Find.  The Select Benchmark dialog opens.

10. Locate the desired benchmark and click OK.  You are returned to the Report Settings window.

11. Click OK.  The PDF report is generated.