Guides and Reports

MJ Hudson has produced a series of useful guides, research reports and industry sector reviews, all of which can be accessed here.

Simply select your downloads and complete the short form at the bottom of this page.

The law team have recently launched: MJ Hudson’s Catalogue of the Secondaries Market: A Guide to the Sale of Private Equity Fund Interests. To be considered to receive a copy, please contact Megan Lau at megan.lau@mjhudson.com.

Tax-Advantaged Investments Ratings Methodology

In this document, we set out our process, detailing what each of the Factors are, explaining the rationale for each, and how we assess and score the Sub-factors. This methodology is not an exhaustive treatment of all Factors reflected in our approach, but it should enable the reader to understand the key considerations used by MJ Hudson Allenbridge in our analysis.

Outsourced Trading

Regulatory, market and financial pressures continue to erode transitional asset management industry margins. These pressures have promoted many to consider how their businesses are structured and which functions remain core and which can be outsourced. This paper reviews the background to these pressures and considers the arguments to outsource an Investment Manager’s trading capabilities.

The MJ Hudson and eVestment Private Markets Work-Life Balance Report

In 2019, the research teams of eVestment Private Markets and MJ Hudson reached out to individuals, across the world’s private markets, inviting them to participate in a new study, investigating the balance between their professional and personal lives.

Venture Capital Jargon Buster

In this guide, we will highlight key terms, phrases and words which are currently the most important and regularly used in Venture Capital (VC) and give the reader not just definitions, but also where applicable, practical examples and context.

How is working from home working out?

As an extension of our research with eVestment Private Markets into the work life balance of professionals in the private markets industry, MJ Hudson surveyed an additional 379 participants, to find out how working from home has impacted their career, communications, health and lifestyle.

Private Equity Fund Terms Research – Complete 5th Edition

This research analyses the current terms and conditions of private equity and venture capital funds, comparing the results with the findings of MJ Hudson’s previous research. It discusses both the drivers behind current trends in terms and conditions, as well as the implications for both investors in private equity funds and those managing such funds.

Private Equity Fund Terms Research: Complete 4th Edition

This report compares the current terms of private equity fund commitments with the findings of MJ Hudson’s previous research, and discusses the drivers and implications for both investors and managers. The report aims to provide both LPs and GPs with an enhanced understanding of the current strengths and weaknesses of the fundamental economic, alignment and governance terms impacting private equity fund commitments and those of related asset classes.

Key Risks in Private Equity Investing (From an LP’s Perspective)

This report focuses on what we consider to be the key risks from an LP’s perspective particularly given the current market backdrop, with the substantial growth in PE assets, high levels of dry powder and as we near the end of the cheap credit era. Digital download only.

The MJ Hudson Allenbridge Alternative Risk Premia Fund Review 2019

This report presents the results of a survey of 25 asset managers offering diversified multi-asset alternative risk premia (ARP) funds. In addition to the survey results, we also present an overview of 2018 returns and their drivers. Digital download only.

The MJ Hudson Allenbridge Alternative Risk Premia Fund Review 2020

This report presents the results of a survey of 25 asset managers offering diversified multi-asset alternative risk premia (ARP) funds. In addition to the survey results, we also present an overview of 2018 returns and their drivers. Digital download only.

Multi-Asset Funds Market Review

In this new multi-asset market review report, MJ Hudson Allenbridge has examined the current products available, market trends, and challenges as well as undertaking a comprehensive performance analysis. Digital download only.

Creditors – Getting a Seat at the Negotiating Table

This guide aims to provide creditors with a better understanding of the legal and commercial complexities of the European restructuring market, and gives guidance on how to influence a restructuring or turnaround process in order to protect or create value for creditors.

Tax-Advantaged Investing in the Biotechnology Sector

This report examines what “biotech” is and isn’t, looks at some key drivers of the industry as a whole, and then provides a guide for investors interested in better understanding the tax-advantaged biotech investing space.

Key Information Documents (KIDs): Understanding PRIIPS Disclosures

In this new analytical report on Key Information Documents (KIDs), following the implementation of the PRIPS regulation, MJ Hudson Allenbridge examines the key features and flaws of the new regulatory requirements to provide a KID. Digital download only.

Systematic Factor Market Review

The Review aims to provide institutional investors with a clear picture of a market that can feel complex and opaque. Since its first edition, this remains the only Review to include coverage of investment bank strategies alongside those offered by asset managers. Digital download only.

MJ Hudson: Brexit Report Vol. 1

This report looks, firstly, at reactions to the result and the importance of the UK asset management industry, as well as the likely impact of Brexit and expectations for the negotiating process.

MJ Hudson: Brexit Report Vol. 2

The report shows the expected impact of the Brexit vote on headcount in the City and asset flows in and out of the UK, at both industry and asset class levels.

Tax-Advantaged Investments in the Pub Industry

This new sector overview report on the pub industry examines the key drivers and threats to the UK pub industry, as well as the way in which investments in this area have been made under the UK Government’s tax-advantaged investment schemes. Digital download only.

ESG Factors in Private Equity Investing

The Guide aims to assist fund managers and investors in understanding how the private equity market is treating ESG issues and how to quickly evaluate which policies meet specific requirements.

UK Transition Management Review

There are now only seven firms offering transition management services to clients in the UK and Europe. Allenbridge has undertaken a detailed survey of all providers to assess the relative strengths and weaknesses of each firm.

Tax-Advantaged Investing in the UK Film and Television Industry

The full report examines the world of U.K film and television financing and its future, compares the different models, and recommends further steps an investor can make to safeguard and enjoy their investment.

MJ Hudson: Private Equity Fund Terms Research 2017

Covering topics from both the LP and GP perspective, including economic terms and structures and much more.

MJ Hudson: Co-Investments – The Manual

Covering topics from both the LP and GP perspective, including economic terms and structures and much more.

MJ Hudson: How to Launch a Private Equity / Venture Capital Fund

Providing start-up managers with comprehensive, commercial advice on how to form and raise their first fund.