Foster Business Library


Hedge Fund Resources



Foster Business Library research guides are aimed at University of Washington students, faculty, and staff, highlighting resources available to them; users not currently affiliated with the university may be unable to access some of these resources.
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Foster Business Library Databases:

The Foster Business Library offers an extensive collection of over fifty databases on its homepage; see under Databases. For a complete list of Foster databases, see the List of All Business Databases. Access to these databases from off campus requires that you first go to the Off-Campus Access button, in the upper right of all library webpages. These resources may not be accessed from off campus except by those with a valid UW Net ID and password. For more information on Foster business databases, click Databases, A-Z. For information on which Foster business databases to use, see the Database Index. For information on accessing Foster databases from off campus, see Database Access. For guidelines on responsible database usage, see Database Usage.

  • Bloomberg:   Bloomberg is an online database available only on a dedicated Bloomberg workstation, providing 24-hour current and historical financial quotes, commodity market and economic statistics, business newswires, and descriptive information, research and statistics on over 52,000 companies worldwide. In the Foster Business Library, the Bloomberg workstation is located in the Electronic Reference Area on Public PC #20; it may be identified by the red card on top of the monitor. Use of this workstation is limited to current University of Washington students, faculty and staff. A 17-page guide to using Bloomberg is available, adjacent to the workstation, in a black binder with Bloomberg on the spine.

    Key in HFND and hit the green GO key to be directed to Bloomberg's Hedge Fund Home Page, with rankings, evaluators, 13F forms, frequently-asked questions, fund of funds, news, webpages, indices, and more.

  • EconLit:   On the Foster Business Library homepage, under Databases — Journals, News and Magazines. Produced by the American Economic Association, EconLit is the fundamental research tool in economics. The database provides bibliographic citations, with selected abstracts, to the international literature on economics since 1969. Econ Lit corresponds to the Journal of Economic Literature and the Index of Economic Articles, covering journal articles, books, and dissertations, as well as articles in collective works, such as conference proceedings and collected essay volumes.

    A search for Hedge Funds in this database produced over 150 references.

  • Hoovers Online:   Under Business Databases on the Foster Business Library homepage. Hoovers Online offers information about 40,000 public and private companies worldwide, with links to company homepages and annual reports, charts, company capsule, competitors, divisions, earnings, financials, Fortune and Forbes rankings, history, industry information, insider trading, mission statements, news links, press releases, officers, patents, products, S.E.C. filings, splits, subsidiaries, etc.

    See the very brief information for the Hedge Fund Management industry and Company List for this industry.

  • Investext:   Investext contains indexing and the full text of company and industry research reports prepared by several hundred Wall Street, regional and international brokerage and financial firms. Over 11,000 companies are included in this database as well as over fifty industries. All reports are in PDF format.

    A keyword search for Hedge Funds produced over twenty reports.

  • JSTOR:   This database may be found under List of All Business Databases. JSTOR is a subject searchable index of 360 journals, with full-text backfiles of scholarly journals, some of which date back to the 1800's. Among the collections of scholarly journals on this site are ones for Business and for Economics, encompassing over one hundred journals.

    A search for Hedge Funds produced over 3,200 references.

  • Social Sciences Citation Index:   On the Foster Business Library homepage, under Databases — Journals, News and Magazines. This database "is a multidisciplinary index, with searchable author abstracts, covering the journal literature of the social sciences. It indexes more than 1,725 journals spanning 50 disciplines, as well as covering individually selected, relevant items from over 3,300 of the world's leading scientific and technical journals. It "provides access to current information and retrospective data from 1956 forward."

    A search in this database for Hedge Funds produced over 130 references.

    Web Resources:

    Unlike library databases, Web resources are available wherever you have web access; they do not require that you access them via the Off-Campus Access button, in the upper right of all library webpages. When using web resources, be sure to evaluate the credibility of these resources. For a subject index to web resources, see Business Resources on the Web on the Foster Business Library homepage.

  • Alpha Magazine:   Published by the journal Institutional Investor, this monthly publication is devoted to hedge funds, and publishes rankings of the largest funds, the highest paid managers, and more. Short excerpts of some articles and rankings are available at this website but most content is limited to subscribers. The Foster Business Library is not a subscriber and the content of this publication is unavailable in the library's full text databases.

  • Bloomberg Markets Magazine:   Published by Bloomberg, this publication is unavailable in the library's full text databases. See their articles entitled The Money Makers, and The Code Breaker, dated January 2008, while they are available.

  • Hedge Fund Association:   "The Hedge Fund Association is an international not-for-profit association of hedge fund managers, service providers, and investors formed to unite the hedge fund industry and add to the increasing awareness of the advantages and opportunities in hedge funds." This site lacks a search engine. See About Hedge Funds, Hedge Fund Articles, and Press Releases.

  • Hedge Fund Center:   Dating from 1998, the "Hedge Fund Center is unique from all other hedge fund resources because it is completely unbiased. Unlike other hedge fund web sites, the Center is not aligned or associated with any investment manager or consulting firm." See their hedge fund Basics, Industry News, and Hedge Fund Facts.

  • Investment Company Institute:   The Investment Company Institute "is the national association of the U.S. investment company industry. Founded in 1940, its membership includes approximately 8,668 mutual funds, 611 closed-end funds, 111 exchange-traded funds, and six sponsors of unit investment trusts. Its mutual fund members represent 86.6 million individual shareholders and manage approximately $7.4 trillion in investor assets." See The Differences Between Mutual Funds and Hedge Funds.

  • Managed Funds Association:   This association's "is the voice of the global alternative investment industry. Its members include professionals in hedge funds, funds of funds and managed futures funds. Established in 1991, MFA is the primary source of information for policymakers and the media and the leading advocate for sound business practices and industry growth." See their Industry Overview and links to related FAQ's, as well as the link to their Sound Practices for Hedge Fund Managers.

  • U.S. Securities and Exchange Commission:   "The mission of the U.S. Securities and Exchange Commission is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation." See their Spotlight on Hedge Funds and Hedging Your Bets.

  • Wikipedia:   This free online user-created and maintained encyclopedia, Wikipedia, can be a good starting point for an orientation to a topic. See their entry for Hedge Fund.

    Foster Business Library Reference Collection:

    The Foster Business Library Reference Collection consists of business handbooks, encyclopedias, dictionaries, and other quick reference tools. It is located behind the Reference Desk in Foster, arranged by call number. Reference materials cannot be checked out; they may only be used in the library.

  • Encyclopedia of business ethics and society.
    This five-volume reference work includes 900 essays by scholars, arranged alphabetically by topic, on all aspects of business ethics.
    Foster Business Library Reference, CALL NUMBER: HF5387 .E53 2008.

    See Hedge Funds in volume three, on pages 1059 to 1061.

  • A financial history of the United States.
    This three-volume encyclopedia covers U.S. financial history from 1492 to 2001, with a combination of "broad stroke history and lively anecdote," written single-handed by a law professor at the University of North Carolina.
    Foster Business Library Reference, CALL NUMBER: HG181 .M297 2001.

    See Hedge Funds in volume two, on pages 358 to 359, and in volume three, pages 316 to 318 (on Long-Term Capital Management).

  • The handbook of alternative assets.
    This handbook covers hedge funds, commodity and managed futures, private equity, credit derivatives, and corporate governance.
    Foster Business Library Reference, CALL NUMBER: HG4530 .A57 2002.

    See section one, for Hedge Funds, on pages nine to 173.

  • Nelson Information's directory of investment managers.
    This three-volume publication is an index to over 1,800 investment firms in the U.S. and abroad, that provide investment services to the institutional market, with extensive manager profiles, followed by indexes to the profiles (by metropolitan area, ranked by assets, investment specialties, products offered, investment funds and partnerships, and minority and women-owned firms.
    Foster Business Library Reference, CALL NUMBER: HG4907 .N44 2004.

    See volume three, for their listing of Hedge Fund firms, on pages 5904 to 5908. In this volume, see pages 5545 and 5546 for an index of Washington state investment managers.

    Foster Business Library Books:

    The Foster Business Library maintains a collection of over 70,000 books on all business topics. To search for materials on all three campuses of the University of Washington, go to the UW Libraries Catalog, in the upper left corner of the Foster Business Library homepage. Search by keyword, title, author, series, etc.

    To limit the results of your search just to materials in the Foster Business Library collection, use the Modify or Limit options at the top of the search results and change the library location to Foster Business Library. Availablity is indicated on the right of each online catalog record. First, note in which collection, within Foster, your materials are in, since the library has ten different Collections, each in a different location and often with differing arrangements. "Available" indicates that the book should be on the shelves under that call number and available for you to check out. "Due" and a date indicates that the book is already checked out to someone and is due back on the date indicated; you can have the "Request/Place Hold" feature to recall the book for your use.

    If the material you want is not in the collections of the University of Washington, you can use the "Search Summit" feature to repeat your search in the combined holdings of over thirty cooperating libraries in Washington and Oregon. Use the "Request This Item" feature in Summit to have books in those library sent here to Foster for you to check out.

    The Foster general stacks collection is located south of the main part of the Foster Business Library, through the two pass-throughs into the basement of Balmer. The arrangement is by call number, from A (at the east end, near the Copy Center) to Z (at the far west end).

    A keyword search for Hedge Funds produced over forty records in the UW Libraries, with nineteen records in the Foster Business Library, including:

    A subject search for Hedge Funds produced over forty records in the UW Libraries, with sixteen records in the Foster Business Library.

    Foster Business Library Articles:

    Articles in academic journals, magazines, trade periodicals, and newspapers are one of the best sources for any kind of research. While the Foster Business Library offers a large periodicals print collection, comprising over 800 titles, articles are most easily accessed online, 24/7, in such fulltext article databases as EBSCO Business Source Premier, Factiva, LexisNexis Academic, Newsbank Infoweb, and ProQuest Databases. These article databases are available in the library or from off-campus, and provide access to over 10,000 periodicals and millions of articles.

    Library access to most ProQuest databases will terminate at the end of spring quarter 2008, except for ProQuest NewsStand, ProQuest Dissertations and Theses, Historical New York Times, and the Historical Wall Street Journal. For more about this change, see UW Libraries Providing New Databases. After this change, comprehensive article searches should be performed in EBSCO Business Source Premier, Newsbank Infoweb, and ProQuest NewsStand. Also, after this change, links to the articles below will be broken.

    ProQuest Databases:

    This database--actually, a family of over two dozen databases--offers full text articles for over 10,000 publications, including scholarly journals, magazines, trade and industry periodicals, newspapers, and reports on a very wide range of topics. To find articles on specific topics, search by word or phrase by keying your search phrase into the search box--or search for your topic in the Topic Guide.

    Your search terms will be highlighted in red in each article.

    This database includes full text for a number of journals with hedge fund content, including Alternative Investment News, Futures, Institutional Investor, Institutional Investor (International Edition), and The Journal of Alternative Investments.

    A search in this database for the phrase Hedge Fund Industry produced just six articles. A subject search for SUB(Hedge Funds) produced over 7,000 articles, including over 360 articles in scholarly journals, over 600 magazine articles, over 4,000 articles in trade and industry periodicals, and over 2,200 newspaper articles.

    This search can be narrowed by combining it with other subjects and words, such as:

    • SUB(Hedge Funds) and SUB(Investment Advisors)   (over 800 articles)
    • SUB(Hedge Funds) and SUB(Investment Policy)   (over 700 articles)
    • SUB(Hedge Funds) and CO(Long Term Capital Management)   (over 370 articles)
    • SUB(Hedge Funds) and CO(Securities & Exchange Commission)   (over 350 articles)
    • SUB(Hedge Funds) and SUB(Mutual Funds)   (over 300 articles)
    • SUB(Hedge Funds) and SUB(Portfolio Management)   (over 290 articles)
    • SUB(Hedge Funds) and SUB(Private Banking)   (over 270 articles)
    • SUB(Hedge Funds) and SUB(Rates Of Return)   (over 250 articles)
    • SUB(Hedge Funds) and SUB(Investment Companies)   (over 220 articles)
    • SUB(Hedge Funds) and SUB(SEC Regulations)   (over 200 articles)
    • SUB(Hedge Funds) and SUB(Securities Markets)   (over 180 articles)
    • SUB(Hedge Funds) and SUB(Bailouts)   (over 170 articles)
    • SUB(Hedge Funds) and SUB(Securities Regulations)   (over 170 articles)
    • SUB(Hedge Funds) and SUB(Trends)   (over 160 articles)
    • SUB(Hedge Funds) and SUB(Startups)   (over 90 articles)

    A search for Hedge Funds, in Washington State Newsstand, for coverage of this topic in this state's newspapers, produced over two hundred articles.

    Examples of articles, from the searches above, include:

  • LexisNexis Academic:

    This database provides accounting, business, legal, medical, news, and reference information as well as full text articles from over 18,000 sources, including 6,000 news sources (mostly newspapers, both U.S. and international), as well as transcripts and polling information.

    This database includes full text articles from the hedge fund periodicals Hedge, from 1999 to present, HedgeWorld Daily, 1999 to present, and MAR/Hedge, 1999 to present. To search in these titles, go to Source in the upper right menu in LexisNexis Academic.

  • EBSCO Business Source Premier:

    On the Foster Business Library homepage, listed under Databases. Full text of over 8,800 magazines, newspapers and journals, including more than 1,100 peer-reviewed journals. Also includes some market research reports, SWOT analyses, and country reports.

    This database includes full text articles from the hedge fund periodicals Derivatives Use, Trading & Regulation, from 2001 to present, with a four-month delay; the Journal of Futures Markets, 1981 to present; and Mortgage Servicing News, 2000 to present.

    Help:


    23 February 2006; updated 8 March 2008.   Peter Stevens, Business Librarian, stevens@u.washington.edu