There is no formal industry guideline or standard when it comes to hedge fund risk reporting. Each manager tends to adopt a template s/he likes most. Often, these documents are sent by a trusted advisor, such as a prime broker or an experienced investor relations professional. It is really up to the manager to report the fund's data accurately and clearly.
One of the first projects I get involved with as I start working with a new fund is understanding what the fund managers view as risk and finding better ways of reporting those data.
For example, most funds investing in equities long and short have similar ways of evaluating the universe of stocks: by sector, region, market capitalization and liquidity. In that case, why not create a standard risk report for all equity long-short funds?
The risk report template I had created when I first started working with hedge funds almost a decade ago is now a comprehensive document that many investors and business contacts find very informative and intuitive. There are no graphs, colorful charts with round numbers. The document (3-4 pages at least) comprises detailed risk tables, presenting exposure to all major sectors, regions and market capitalization on a monthly, quarterly and annual basis. Everyone who picks up the document can easily follow the changes month to month and see if the fund manager's "story" makes sense.
Given how popular this document has become in investor meetings, I now make it available to any fund interested in creating standardized reporting. If you would like a copy, please feel free to contact me.
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