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IOSCO reports on Global Investment Funds

The Board of the International Organization of Securities Commissions (IOSCO) published the second edition of the Investment Fund Statistics Report (IFSR), which provides new insights into the global investment fund industry.

The report is based on an extensive collection of supervisory data from IOSCO members through the end of 2021. IFSR is an annual exercise that aims to facilitate the regular collection and analysis of investment fund data, thereby helping regulators and stakeholders share information and observe trends in the global investment fund sector. It builds on the foundation of IOSCO’s previous biennial Hedge Fund Survey.

Last year, IOSCO published the first edition of the IFSR. This year’s report updates the analysis with new data and provides trend analysis on open-ended funds and closed-ended funds for the first time. In summary, this edition of the report finds that:

  • Leverage levels across investment funds are similar to last year, with some variations depending on the type of fund. For example, reported metrics suggest a decline in hedge fund leverage;
  • At an aggregate level, hedge fund portfolio liquidity appears to be much higher than that offered to investors in general; As in the previous year, open-ended funds are not highly leveraged, both in terms of derivatives usage and financial leverage; And
  • As mentioned, the portfolio liquidity of open-ended funds appears to be managed in line with the liquidity offered to investors in general

Source: IOSCO

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