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Hedge Fund Analysis

Analyze hedge fund investments: performance, risk metrics, liquidity, fees, manager due diligence.

Complexity: Complex | Duration: 30m+ | Category: Finance/Investment

Tags: hedge-funds alternative-investments risk-adjusted-returns due-diligence

Workflow Diagram​

Steps​

Step 1: Statement Import​

Agent: accounting

specialist - Import quarterly fund statements

Step 2: Return Calculation​

Agent: financial

analyst - Calculate absolute and risk-adjusted returns

Step 3: Benchmark Comparison​

Agent: hedge

fund-analyst - Compare vs relevant hedge fund indices

Step 4: Risk Metrics​

Agent: risk

analyst - Calculate volatility, max drawdown, Sharpe/Sortino ratios

Step 5: Correlation Analysis​

Agent: data

analyst - Analyze correlation with public markets

Step 6: Fee Analysis​

Agent: financial

analyst - Calculate total fees paid (2/20 model)

Step 7: Liquidity Terms​

Agent: hedge

fund-analyst - Review redemption terms, gates, lockups

Step 8: Strategy Analysis​

Agent: hedge

fund-analyst - Evaluate if fund executing stated strategy

Step 9: Manager Research​

Agent: due

diligence-specialist - Review manager background, AUM changes

Step 10: Operational DD​

Agent: compliance

specialist - Assess operational risks, administrator, auditor

Step 11: Attribution​

Agent: hedge

fund-analyst - Attribute returns to market beta vs manager alpha

Step 12: Report​

Agent: documentation

writer - Generate hedge fund analysis report

Usage​

To execute this workflow:

/workflow finance/investment/hedge-fund-analysis.workflow

See other workflows in this category for related automation patterns.