In Alternative Views Hedgeweek®, goes behind closed doors with those in the know to get the latest on hedge funds. Today, we speak to Paul Zummo, Head of hedge fund solutions at JP Morgan Asset Management. Who allocate close to $50bn in hedge fund strategies.
How portfolios have been positioned during this period volatility (0:30); the impact of cross asset correlations (3:10); areas where hedge funds have failed to deliver (6:22); the problem of hidden concentrations in large multi-strats (9:15); the prominence of AI integration in workflow during the due diligence process (10:22); specific AI requirements that managers have to show (11:50); the role of SMAs (12:30); the trajectory of SMA's (14:17); the balance between constructing portfolios and the broader economic outlook (15:30).
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