The SBAI is a standard-setting body for the alternative investment industry and acts as custodian of the Standards. It provides a powerful mechanism for creating a framework of transparency, integrity and good governance which improves how the industry operates, facilitates investor due diligence and complements public policy.
SBAI publishes a new memo on cyber security focusing on small and medium-sized managers
SBAI publishes a memo to investors conducting due diligence of valuation arrangements of ILS Funds.
New York City Comptroller, PSP and State Pension Fund of Finland join Investor Chapter. Academy Investment and CdR become signatories
SBAI Launches its Alternative Credit Working Group and Welcomes New Core Supporters
SBAI Launches Alternative Credit Working Group, welcomes new Core Supporters and Signatories and US West Coast events
SBAI’s Alternative Credit Working Group, SBAI events in Geneva, Dallas and Austin, SBAI responds to IOSCO Consultation on leverage
SBAI Publishes Standardised Trial Data License Agreement
J Paul Getty and Telligent Capital Management join SBAI, events in Hong Kong, Tokyo and Helsinki
Sep 2019: SBAI Institutional Investor Roundtable. TBC
26 Sep 2019: Annual General Assembly
15 Oct 2019: SBAI Institutional Investor Roundtable.
21 Oct 2019: Institutional Investor Roundtable (at Albourne Annual Conference)
Nov 2019: SBAI Institutional Investor Roundtable (TBC)
19 Nov 2019: SBAI Institutional Investor Roundtable
21 Nov 2019: Institutional Investor Roundtable.
Dec 2019: SBAI Institutional Investor Roundtable (TBC)
5 Dec 2019: SBAI Institutional Investor Roundtable
Updating Standardised Board Agenda; governance case studies
Insurance Linked Securities (ILS) Working Group focuses on valuation and side-pocketing
Topics: conflicts of interest in credit; transparency; fund structure; pricing impact of systematic risk premia on valuation
Analysis of the differences and similarities between onshore China and global industry standards; Japan Working Group
Back-testing practices; broker dealer practices
Standardised Total Expense Ratio (“STER”) methodology published in 2017
Administrator Transparency Reporting (ATR) template published in 2016
Protection for managers and cyber-attack simulations
Conflicts of interest: strengthening the disclosure of potential conflicts of interest between parallel funds to investors.