Hedge Fund Marketplace

Customers who are Accredited Investors or Qualified Purchasers under SEC rules can view information about independent Hedge Funds available on the Hedge Fund Marketplace page.

Advisors can invest in a hedge fund on behalf of an eligible client via the Dashboard.

To use the Hedge Fund Investor Site

1. Log into Account Management.
2. Click Investors' Marketplace > Search Services > Investing > Hedge Funds.

If you do not see the Hedge Fund Marketplace link in the menu, then you are not eligible to invest in participating Funds.

3. All available Funds are displayed in a table. The name of the Fund is displayed and selectable; also displayed are annual rates of return for five years, amount of assets under management, the minimum investment required and a summary of the investment strategy. Each column is sortable and you can hover your mouse cursor over a column header for more information.
   
   Some Funds have public articles that they have uploaded; these Funds are marked with a document icon. Click the document icon to read the article.

Click the name of the Fund in which you are interested.

The next page displays a group of expanding and collapsing sections that represent the actions you can perform.

4. Click a bar to expand that section, then follow instructions on the screen where applicable (not all items listed below will appear for all participating Funds):

• Review Material Currently Posted on Site Concerning Fund - Lets you view and download PDF files uploaded by the Fund.
• Fund Details and Contact Information - Lets you view miscellaneous fund details as well as contact the Fund or request that the Fund contact you.
• Contact this Fund - Lets you contact the Fund or request that the Fund contact you.
• Invest in this Fund by transferring money from my account - Lets you transfer funds directly from your account to the Fund. Follow the instructions on the screen to request the transfer.
  Note that requests for investment must be approved by the Fund Investment Manager and the Fund’s Third-Party Administrator.
• Request a redemption transferred to your IB account from this Fund - Lets you request a redemption from the Fund, which is a direct transfer from the Fund to your account. Follow the instructions on the screen to request the redemption.
  Note that requests for redemption must be approved by the Fund Investment Manager and the Fund’s Third-Party Administrator.

6. Click Main to return to the previous screen.

For more information

• Users' Guide