Bridgewater Associates Review - SmartAsset | SmartAsset.com (2024)

FAQs

Do people like working at Bridgewater? ›

Bridgewater Associates has an overall rating of 4.2 out of 5, based on over 560 reviews left anonymously by employees. 83% of employees would recommend working at Bridgewater Associates to a friend and 78% have a positive outlook for the business.

Bridgewater, founded in 1975 by Ray Dalio, the billionaire investor, generally requires that clients have at least $7.5 billion of investable assets in order to put money into the hedge fund. Many investors pay at least $500,000 — and sometimes as much as $4 million — a year in fees to Bridgewater.

"For new Client relationships, Bridgewater's standard minimum fee is expected to be $500,000 for its All Weather strategy, $6,000,000 for its Pure Alpha and Pure Alpha Major Markets strategies, and $2,700,000 for Optimal Portfolio," its ADV states. The investment minimum if $7.5 million, the ADV adds.

It's founder, Ray Dalio regularly writes about it, blogs about it and talks about it. Bridgewater's success can be largely attributed to two key factors: Their investment strategy: 'Reducing and synthesizing complex systems into interdependent stocks and flows underpinned by cause and effect relationships'.

The highest paying role reported at Bridgewater Associates is Financial Analyst at the Common Range Average level with a yearly total compensation of $254,969. This includes base salary as well as any potential stock compensation and bonuses.

Long hours but a very rewarding job. Hardest part about the job is that Bridgewater is known for their strong culture. Although very challenging, it is the best thing that I have ever experienced. Excellent pay and benefits.

To invest in hedge funds as an individual, you must be an institutional investor, like a pension fund, or an accredited investor. Accredited investors have a net worth of at least $1 million, not including the value of their primary residence, or annual individual incomes over $200,000 ($300,000 if you're married).

Bridgewater Associates, LP's average return in the last 12 months was -6.04%.

Our advice is to stick to the general rule of 20 to 25% of businesses income. If your investor is more interested in cashing in on equity growth, you can offer 15% of the business or more, depending on how much money the investor provides.

Most financial professionals recommend that you avoid investing your emergency fund in stocks because they are fairly volatile. So, if you need to sell your stocks to use the money for an emergency expense, you may be forced to sell at a loss.

How much money do you need to be considered a hedge fund? ›

3 In exchange, the Securities and Exchange Commission (SEC) requires a majority of hedge fund investors to be accredited, which means possessing a net worth of more than $1 million and a sophisticated understanding of personal finance, investing, and trading.

Bridgewater Associates is one of the top hedge funds in the world, with more than $235 billion in assets under management. Its founder, Ray Dalio, started the firm back in 1975 and has become one of the best-selling authors in the financial space.

Incredibly high turnover (over 50% per 18 months now), which definitely erodes team cohesion and morale.

Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Bridgewater Associates, LP's top holdings are iShares Core S&P 500 ETF (US:IVV) , Procter & Gamble Co (US:PG) , iShares Core MSCI Emerging Markets ETF (US:IEMG) , Johnson & Johnson (US:JNJ) , and PepsiCo, Inc. (US:PEP) .

1. Chief Executive Officer (CEO) This post comes with a lucrative salary and high authority, with an overall employment rate supposed to show an average rise of 8% between 2020 and 2030.

CINCINNATI — Philadelphia Eagles center Jason Kelce is returning for a 13th NFL season, and the team rewarded his commitment by making him the NFL's highest-paid center in 2023. Kelce reportedly inked a one-year/$14.25 million deal on Tuesday morning.

I got 3 rounds of interviews.

Normally expect a 50 hr work week though realistically more like 60 hours and certain periods of higher hours throughout the year depending on the job.

What is the culture at Bridgewater? ›

Bridgewater's competitive edge is our pioneering workplace culture that relies on truthful and transparent communication to ensure the best ideas win out. We believe meaningful work and meaningful relationships emerge when you assemble high-performing teams and push them to engage in rigorous and thoughtful inquiry.

The 2 and 20 is a hedge fund compensation structure consisting of a management fee and a performance fee. 2% represents a management fee which is applied to the total assets under management. A 20% performance fee is charged on the profits that the hedge fund generates, beyond a specified minimum threshold.

The only universal license requirement for a hedge fund manager is an ordinary business license. Because hedge fund managers are not regulated as brokers, they do not usually need the Series 7 license unless they engage in trading on behalf of customers.

According to BarclayHedge, the average hedge fund generated net annualized returns of 7.2% with a Sharpe ratio of 0.86 and market correlation of 0.9 over the last five years through 2021.

Bridgewater Associates Average Return and the Man Behind the Money. Bridgewater Associates average return over the last 28 years has been 11.5% per year. This number is important because it's nearly double the average yearly return of the S&P 500, which is about 7%.

Is 30% Good ROI? An ROI of 30% can be good, but it can depend on how long your ROI has been at 30% in previous years. A 1-year ROI of 20% compared to 3-years of a 30% ROI can be considered a better investment.

The 70% rule can help flippers when they're scouring real estate listings for potential investment opportunities. Basically, the rule says real estate investors should pay no more than 70% of a property's after-repair value (ARV) minus the cost of the repairs necessary to renovate the home.

Pareto's principle, better known as the 80/20 rule, asserts that 80% of the results can be achieved with 20% of the effort. When applied to investing, many folks may come to the same conclusion that 80% of their returns are generated from only 20% of their asset allocations.

The 25x Rule is a way to estimate how much money you need to save for retirement. It works by estimating the annual retirement income you expect to provide from your own savings and multiplying that number by 25.

What is the 50 20 30 rule? ›

The rule states that you should spend up to 50% of your after-tax income on needs and obligations that you must-have or must-do. The remaining half should be split up between 20% savings and debt repayment and 30% to everything else that you might want.

Most of us have seen the guideline: You should have three to six months of living expenses saved up in an emergency fund. For the average American household, that's $15,000 to $30,000¹ stashed in an easily accessible account.

But some people may be taking the idea of an emergency fund to an extreme. In fact, a good 51% of Americans say $100,000 is the savings amount needed to be financially healthy, according to the 2022 Personal Capital Wealth and Wellness Index.

Managers have a management fee of 1% and then a 10% incentive fee below a 10% net return, and a 20% incentive fee for returns above 10%. Michael Oliver Weinberg, chief investment officer at Protégé, said: “We designed 1-10-20 to address the misalignment of interests between managers and investors.

U.S. hedge funds are established primarily in Delaware because Delaware offers the most advanced business friendly law in the United States. In fact, Delaware's business friendly environment is attractive to companies across the globe, not just hedge funds. Governing law matters.

Yes, you could start with much less capital, or go through a hedge fund incubator, or use a “friends and family” approach, or target only high-net-worth individuals. But if you start with, say, $5 million, you will not have enough to pay yourself anything, hire others, or even cover administrative costs.

Citadel is now the most successful hedge fund ever after it made $16 billion last year — the biggest annual windfall on record. The Miami-based fund, founded and run by Ken Griffin, topped the 2022 ranking of the world's best-performing hedge funds based on estimates from LCH Investments NV.

LCH estimates that hedge fund managers lost $208 billion last year. Ken Griffin's hedge fund Citadel made $16 billion in profit after fees in 2022, recording the largest annual gain ever by a hedge fund manager, according to estimates by a major industry investor.

Than $200 Billion Last Year. Tiger Global and Third Point were among the biggest losers.

The stock are all members of the Euro Stoxx 50 index. These short positions include French energy firm TotalEnergies, financial services firm Allianz, and pharmaceutical giant Bayer.

Is Bridgewater the largest hedge fund in the world? ›

Bridgewater Associates, the hedge fund previously run by legendary investor Ray Dalio, is the largest hedge fund in the world with more than $235 billion in assets under management. Needless to say, Bridgewater has had tremendous success since it was founded in 1975.

Bad employee turnover: Bad turnover is when moderate- or high-performing employees are leaving for lateral positions. This means you have a bad work environment or are paying under market value. If your bad turnover rate is more than 15% per year, you should take a close look at your compensation and company culture.

The top earner was Ken Griffin, founder of multistrategy giant Citadel. He personally made $4.1 billion — the most any hedge fund manager has ever earned in the history of the Rich List.

The first thing to note is that Vanguard is edgy about calling this a “hedge fund,” because of all the connotations that phrase has: high risk and so on. This is a regulated retail mutual fund, and the operating expenses are a very low, very Bogle-friendly 0.25% a year.

Hedge funds help protect investors from market volatility and downturns better than other investment benchmarks. towards fixed income assets to produce reliable returns and meet financial obligations.

Bridgewater Associates competitors include Two Sigma Investments, BlackRock, Citadel, Confluence Technologies and Goldman Sachs. Bridgewater Associates ranks 6th in CEO Score on Comparably vs its competitors.

Bridgewater Associates's competitors

Waddell & Reed Financial is an asset and wealth management company. Fisher Investments is a money management company and investment advertiser. Citadel is an alternative investment firm that provides investment management services to public and private institutions.

Incredibly high turnover (over 50% per 18 months now), which definitely erodes team cohesion and morale.

A total 92 faculties (full-time instructional staffs) work at Bridgewater College, and the 2022 average salary for all faculty members is $64,000 based on a 9-month contract.

A new Payscale report published on Thursday ranked Massachusetts Mutual Life Insurance Company as having the highest turnover rate out of all of the Fortune 500 companies.

How much does a chief of staff make at Bridgewater Associates? ›

The estimated total pay for a Chief of Staff at Bridgewater Associates is $303,327 per year.

Bridgewater is renowned and known for its iron works factories, one of which is appropriately named Bridgewater Iron Works and is a registered historical site in Massachusetts.

Bridgewater College is historically affiliated with the Church of the Brethren, a Christian denomination founded on the core values of equality, community, simplicity, service and peace. These values have deeply influenced Bridgewater College's mission and the community that is created here.

Students enrolled at Bridgewater College in full-time Undergraduate programs are most commonly White Female (36.3%), followed by White Male (27.9%) and Black or African American Male (8.38%).

The estimated total pay for a Investment Engineer at Bridgewater Associates is $177,308 per year.

The estimated total pay for a Hedge Fund Manager at Bridgewater Associates is $251,038 per year.

Massachusetts wage & hour laws poster, Mass. Attorney General. Effective January 1, 2023, the minimum wage is $15.00 per hour and the service rate (applied to workers who provide services to customers and who make more than $20 a month in tips) is $6.75.

Associate-level usually designates a position that requires two or three years of experience. This level of work often follows an entry-level role in a typical career progression.