2009 PRODUCT CATALOG. BarclayHedge an iowa corporation Alternative Investment Databases

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1 2009 PRODUCT CATALOG an iowa corporation Alternative Investment Databases your Definitive Source for Alternative investment Data

2 barclayhedge the past 6 years, I have published 41 academic Over papers, 15 book chapters and 9 books that focused on hedge fund and managed futures investing. During the course of the various research projects, I ve had the opportunity to carefully examine the databases of the main hedge fund data providers. Based on my experience with the major databases, my colleagues and I agree that the database is the superior product in the market place today. The data is clean, comprehensive, complete, accurate, and extremely well-organized. I recommend to all academics interested in researching this sector. Who We Are is a leading independent, research based provider of information services to the alternative investment industry. Founded in 1985, Barclay has been publishing hedge fund and managed futures directories for more than 17 years and currently maintains data on more than 12,000 alternative investment vehicles. In addition to directories, Barclay provides access to its hedge fund, funds of funds, and managed futures databases in Excel, Access, and formats compatible with most third party analysis packages. Indices, reports, newsletters, and a free online research library complete Barclay s comprehensive suite of data products. These respected products are the choice of a wide range of qualified professionals from banks, brokerage firms and other financial institutions, plus all categories of hedge fund investors, including pension funds, endowments, foundations, family offices, funds of funds, and high net worth individuals. Contact a representative for more information. Accessible Investment Data On-line Greg N. Gregoriou, PhD Professor of Finance State University of New York Plattsburgh Department of Economics and Finance For more information or to place an order, please contact our friendly customer service representatives at: & +1 (641) (708) (Fax) info@barclayhedge.com 2

3 database products The Databases are our most versatile suite of products. Every module can be downloaded and stored on your computer as an Excel spreadsheet or Microsoft Access Database. We are continually adding new funds that are included in each twice-monthly update. has now integrated the downloadable databases with online reports. Use Excel to sort and filter the entire database to find funds that match your criteria, then click on fund names and download professional, easy to read, 8 page reports with the most up-to-date information. information. Download a sample of the global database to see how this new functionality works. Global Database Annual Subscription $6,000 USD Hedge Fund Database Annual Subscription $4,500 USD At the Alternative Investment Research Centre we have used several databases over time, but the Global Database is definitely our favourite. The data are of high quality, it is updated regularly, it contains all the information we need, and therefore it is all we use. A highly recommended and invaluable resource for investors and researchers alike. Harry M. Kat, PhD Professor of Risk Management and Director Alternative Investment Research Centre Sir John Cass Business School London Single Manager Hedge Fund Database Annual Subscription $3,500 USD Funds of Funds Database Annual Subscription $2,000 USD Managed Futures (CTA) Database Annual Subscription $3,000 USD Currency Traders Database Annual Subscription $1,500 USD Up-to-Date Performance Designed to assist successful investors and money managers in keeping abreast of an evolving market, the database includes scores of fields not available in competing products. Contact Database Annual Subscription $4,500 USD Graveyard Database Annual Subscription $4,000 USD 3

4 directories Barclay Directory of Funds of Funds is the best The independent reference in the industry. Not only is it a great reference tool for those interested in learning about funds of funds, it is a widely used investor tool that has generated a significant amount of business for those referenced. Garry T. Collins Director Credit Suisse Securities (USA) LLC The Directories are a cost effective solution for information on Hedge Funds, Funds of Funds, and CTAs. While the information in our Database Products can be sorted and manipulated, our directories provide much of the same information, in a more simple but rigid format. Our Hedge Fund Directory and CTA Directory are ed to you as a downloadable PDF and are updated quarterly. The data is accessible either alphabetically or by sector traded and contains 4 full pages of summary data for each fund that is profiled. The Funds of Funds Directory is designed from the ground up to provide qualified professionals a unique, comprehensive and affordable insight into the rapidly expanding global fund of funds sector. Profiling over 1,000 carefully selected funds of funds in full page, highly detailed fact sheets, the directory contains essential quantitative and qualitative information not available in other products and direct access to the industry s key decision makers. directory has been very helpful. It s the most Your comprehensive Fund of Funds directory I have seen. Thanks again. Michael E. Songer Director Spectrum Asset Management LLC Hedge Fund Directory Annual Subscription (via download)*... $995 USD CTA Directory Annual Subscription (via download)*... $795 USD Funds of Funds Directory 2009 Annual Subscription $1,290 USD (plus $50 shipping for international orders) * Ask us about shipping rates for delivery via CD. For more information or to place an order, please contact our friendly customer service representatives at: & +1 (641) (708) (Fax) info@barclayhedge.com 4

5 reports Over the years, Barclay has developed a suite of monthly and quarterly reports that augment and enhance Barclay s Database Products. Each month the Hedge Fund Flow Report tracks asset flows into the hedge fund industry and includes a topical research study relevant to industry trends. The Barclay Managed Funds Report, first published in 1991, is a quarterly newsletter that provides ranking tables containing the top performing hedge funds in 21 different categories and the top performing CTAs in 3 categories. The centerpiece of each issue is a roundtable discussion by highly-regarded industry experts who examine a topic of current interest in the alternative investment sector. The Barclay CTA Indices Report provides subscribers with the most current and up-to-date monthly returns for the complete family of Barclay CTA Indices. The Barclay CTA FLASH Report is our most popular report, providing monthly returns for the largest CTAs by the 4th business day after each month-end. B arclayhedge has been a valuable resource to us in the growth of our firm... J.D. Hurd President Rock Capital Management Gain Insight The Hedge Fund Flow Report combines the accuracy of the database with the analytical insight of TrimTabs Investment Research. Flows are broken down and analyzed by strategy and by size of funds.. Gain insight into industry trends and hedge fund asset flows before you make your next important investment decision. Hedge Fund Flow Report Annual Subscription $2,200 USD Barclay Managed Funds Report Annual Subscription $150 USD Two-Year Subscription...$250 USD (add $50 for international orders) CTA Indices Report Annual Subscription $150 USD CTA Flash Report Annual Subscription $325 USD Customer Approach These reports have been created in response to requests by our subscribers for information and services that would assist in the process of evaluating and comparing hedge fund and managed futures managers against recognized benchmarks and relevant peer groups. Customized Ranking Reports Starting at...$150 USD 5

6 I can honestly say the Barclay MAP software coupled with Barclay s CTA database is a tool that I use just about every business day. Rohrs & Co. LLC is a CTA and we use MAP to generate the performance updates that we send to prospects every month. The reports are concise, really attractive, and functional and easy to create. They also offer every type of quantitative analytical data and flexibility in how it is reported. As a broker, I also use MAP to evaluate and market a variety of commodities and managed futures products and traders. The beauty of MAP is that it allows one to perform all types of analyses and generate information in seconds that, before I had it, took hours, days and even weeks to assemble, if it was available at all. It is the most comprehensive database of CTAs and investment indices I have ever seen. map software Barclay s MAP Software provides comprehensive data on Hedge Funds and CTA programs. Whether you re selecting advisors for your firm s proprietary capital, for public or private funds, or for your own portfolio, Barclay MAP will give you the competitive advantage! MAP s user-defined parameters allow for tailored selection and analysis of relevant data, and allows users to perform a wide range of tasks with a simple point and click of the mouse. Browse the entire database or a specialized sub-universe based on markets traded, trading style, track record length, date restrictions, string searches, and/or user-defined categories. Receive the most up-to-date data with twice-monthly updates, and on-demand daily web updates. In addition, MAP subscribers receive free software upgrades, and unlimited technical support. MAP Software Annual Subscription $3,000 USD (Plus the cost of the data subscription you choose.) Contains 73 commonly used benchmarks, including the complete Barclay suite of indices. Organize & Evaluate Investment Information George H. Rohrs, Jr. President Rohrs & Co. LLC Customize to Fit Your Needs MAP s user-defined parameters allow you to select and analyze the data that s most relevant to your needs. Browse the entire database or a specialized subuniverse that you define using markets traded, trading style, track record length, date restrictions, string searches and other user-defined categories. For more information or to place an order, please contact our friendly customer service representatives at: & +1 (641) (708) (Fax) info@barclayhedge.com 6

7 YOUR KEY TO THE WORLD OF ALTERNATIVE INVESTMENTS Global Databases and Directories Hedge Funds Funds of Funds Managed Futures Comprehensive 104 unique qualitative fields and 1.2 million data points Up-to-date 92% of all funds are updated within 30 days of month-end User-Friendly Databases available in EXCEL, ACCESS and formats compatible with most third-party analysis packages an iowa corporation Alternative Investment Databases US: Accurate Consistently ranked high by subscribers and managers Contact us and find out how our team of 24 dedicated full-time professionals can save you time and money identifying and researching funds and their managers. Find out why investors and allocators rely on Barclay databases when it comes time to make their asset allocation decisions.

8 an iowa corporation Alternative Investment Databases Global Headquarters th Street, Suite 1B Fairfield, IA, USA Telephone: Fax: Web: