Using Peer Groups to Compare Funds on Agora

In alternative investments, context matters. Allocators want to understand how one fund compares to another, while managers benefit from knowing how their strategy is positioned in the broader landscape. On Agora, that context comes to life through Peer Groups.

Peer Groups allow you to select and save a set of funds from the search page and then compare them across risk, return, and correlation metrics. Whether you are conducting allocator due diligence or a manager looking to understand your competitive landscape, Peer Groups provide a structured way to view funds side by side.

Why Peer Groups Matter

• For Allocators: Peer Groups help streamline research. Instead of toggling between profiles, allocators can create curated lists of funds and analyze them on both a relative and absolute basis.

• For Managers: Being included in a peer group means your fund is being actively researched. How you appear — from your strategy description to your performance profile — can influence how allocators perceive your positioning in the market.

How Peer Groups Work

Creating a Group
From the fund search page, allocators can filter down to a set of up to 30 funds. These funds can then be saved as a group under the “Compare Peers” section of the platform. This group is accessible at any time from the top banner of Agora.

Managing the Group
Within the “Compare Peers” view, allocators can:

• Highlight individual funds to see how their time series stacks up against peers.
• Navigate between relative, absolute, and correlation statistics to refine the analysis.
• Adjust benchmarks, risk-free indices, or time periods, then recalculate results for a tailored comparison.
• Generate a report with fund details including strategy, AUM, exposures, drawdowns, risk, and return series.

Adding or Removing Funds
Funds can easily be added to or removed from a group at any time, keeping comparisons flexible and research organized.

The Branding Perspective

• For Allocators: Peer Groups create efficiency in research and provide deeper insight into how funds differ across risk and return profiles.

• For Managers: Every inclusion in a Peer Group is a moment of visibility. A well-maintained profile ensures that when your fund is compared, the information allocators see reflects the most accurate and up-to-date representation of your strategy.

Key Takeaway

Peer Groups on Agora serve as more than just a research feature — they are a tool for creating clarity in the allocator-manager relationship. For allocators, they streamline comparisons and reporting. For managers, they represent an opportunity to shape how their fund is positioned alongside peers.

By leveraging Peer Groups thoughtfully, both sides can gain a clearer, more informed perspective on the alternative investment landscape.

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