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Clearbrook Celebrates The Tenth Anniversary Of Its Founding

THEN AND NOW In 2015, Clearbrook celebrates our 10-year Anniversary. Here is a look at how Clearbrook, the industry and our clients' needs have evolved over the past decade. 2005 2015 10 1017 GROWTH OF THE INDUSTRY ASSETS UNDER ADVISEMENT BY INVESTMENT CONSULTANTS $9.6 TRILLION $37 TRILLION THEN NOW SOURCE: PENSIONS & INVESTMENTS FULLY OUTSOURCED ASSETS FROM US INSTITUTIONAL INVESTORS $97 $628 BILLION BILLION THEN' NOW SOURCES: CASEY QUIRK U.S. MUTUAL FUND ASSETS $8.9 TRILLION $15.9 TRILLION THEN NOW SOURCE: INVESTMENT COMPANY INSTITUTE (ICI) 120 +2 B 6630 +30 3565 +45 HOYA 401 +14 NEC 156 セラ 6260 +120 18.7 -830 405 3960 +15 リコー 180 +140 n'ty 646 2819 28 +11 シャープ 722 328 +2 大 日 印 27 +4 ソニー 1378 696 +4 E -6 NTTHE 138200 +900 +0. 83 -1Z GROWTH OF THE EQUITY MARKETS a a. S&P 500 S&P 500 10717.50 17823.07 DJIA 1248.29 2058.90 DJIA MSCI EAFE MSCI EAFE 1680.13 1774.89 MSCI EME MSCI EME 126.41 149.52 THEN NOW GROWTH OF ALTERNATIVE INVESTMENTS 004786 TOTAL ASSETS INVESTED IN HEDGE FUNDS $1.5 TRILLION $3.0 TRILLION THEN NOW SOURCE: EVESTMENT SHARE OF THE TOP 100 HEDGE FUND FIRMS OF TOTAL INDUSTRY ASSETS INCREASE 47% 60% THEN NOW SOURCE: EVESTMENT CONVERGENCE OF ALPHA MEAN ANNUAL HEDGE FUND RETURN BY FUND SIZE FUNDS UNDER $250 MM FUNDS BETWEEN $250MM-$1BN FUNDS OVER $1BN NOW': 4.32% NOW: 4.54% NOW: 3.55% THEN?: 10.85% THEN?: 9.66% THEN?: 7.47% SOURCE: EVESTMENT NUMBER OF LIQUID ALTERNATIVE MUTUAL FUNDS NOW 2014:497 THEN 2005: 100 SOURCE: MORNINGSTAR AVERAGE LIFE OF PRIVATE EQUITY 4 YEARS THEN 7-10 YEARS NOW SOURCE: CLEARBROOK RESEARCH, PREQUIN NUMBER OF MACRO HEDGE FUND CATEGORIES IN HFRI INDEX 10 SOURCE: HFR GROWTH OF CLEARBROOK - CLIENT BASE 00478 NUMBER OF STATES CLEARBROOK CLIENTS ARE IN 1 STATE 30 STATES THEN' NOW NUMBER OF CLEARBROOK OFFICES BOSTON, MA, SEOUL, SOUTH KOREA NEW YORK, NY & MALVERN, PA. IN 2005, CLEARBROOK STARTED WITH ON OFFICE IN PRINCETON, NJ. NOW IN 2015, CLEARBROOK HAS A TOTAL OF 4 OFFICES. CLEARBROOK ASSETS の $0 BILLION THEN $30 BILLION NOW CELEBRATING 10 YEARS TO ALL OF OUR CLIENTS, FRIENDS AND PARTNERS - THANK YOU FROM CLEARBROOK FOR AN AMAZING TEN YEARS. THE KEY: CLEARBROOK 1: AS OF DECEMBER 31, 2004 2: AS OF DECEMBER 31, 2005 3: AS OF DECEMBER 31, 2014 4: APRIL 1, 2015 CLEARBROOK IS A PRIVATELY HELD, INDEPENDENT INVESTMENT MANAGEMENT FIRM. CELEBRATING 10 YEARS OF GREAT SERVICE FOR MORE INFORMATION PLEASE VISIT www.CLEARBROOKGLOBAL.COM DESIGNED BY: DIGITAL FIREFLY MARKETING E

Clearbrook Celebrates The Tenth Anniversary Of Its Founding

shared by BreSlocum on Apr 26
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In April, Clearbrook celebrates ten years of providing independent, conflict-free investment advice for institutional and high net worth clients. Since our founding in 2005, Clearbrook has grown to ap...

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