SBAI » Working Groups

Bringing managers and investors together to set standards for the alternative investment industry

Working Groups

 

The SBAI Working Groups bring together institutional investors and asset managers to discuss key topics in the industry with their peers. The Working Groups also develop content and practical guidance and provide advice to the Board on its standard-setting activities.

Thematic Working Groups Areas of focus Publications/Activities
Responsible Investment Three main areas of focus:

  • High Level Policy Framework
  • Strategy Specific Guidance (ELS, Macro, Credit, Systematic and ILS)
  • Investor Approach
Culture & Diversity (New in 2021) The objectives of this initiative are:

  • Principles of Diversity: Key principles for determining an approach to diversity initiatives
  • Beyond the Metrics: Demonstrating diversity for small and mid-size managers. Ways to show a commitment to diversity when there is low turn over
  • Increasing diversity within your portfolio. Ways to achieve this
Standard Investor Profile Template (SIPT) Work in progress towards a template for providing investor static data common in multiple jurisdictions. The aim is to make the subscription process for investors more efficient Publications of results tbc

 

Strategy Specific Working Groups Areas of focus Publications/Activities
 Alternative Credit New Topic Areas under consideration for discussion:

  • Operational Nuances in Private Credit
  • Super Senior new loans
  • Governance
  • Covenants and Disclosures
  • Risk Reporting
Alternative Risk Premia New Topic Areas under consideration for discussion:

  • Benchmarking
  • Risk Monitoring
Insurance Linked Funds  Operational and governance issues that are specific to insurance linked securities

 

Regional Working Groups Areas of focus Publications/Activities
China Working Group Our China Working Group looks to help bridge the gap between global allocators and Chinese onshore managers
Japan Working Group Comparison of Japanese practices and regulation with international practice
  • Educational sessions for investors and managers