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.

 Working Group 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
China Working Group Comparison of onshore Chinese fund structures versus other APAC jurisdictions
Culture & Diversity (New in 2021) The objectives of this initiative are:

  • Be a platform for discovery and discussion around culture & diversity best practices through discussion groups
  • Be a resource guide for the industry with resource lists, roundtables, short stories and more
  • Publish practical guidance, case studies and educational pieces for use by investors & managers
Governance Current active topics:

  • Internal Governance for Asset Managers
  • Indemnification Wording in Offering Documents

Future areas will include fee transparency, fund governance and liquidity risk management

Insurance Linked Funds The mechanics and governance of Side Pockets in ILS Funds
Japan Working Group Comparison of Japanese practices and regulation with international practice
  • Educational sessions for investors and managers
Responsible Investment Three main areas of focus:

  • High Level Policy Framework
  • Strategy Specific Guidance (ELS, Macro, Credit, Systematic and ILS)
  • Investor Approach
Risk Reporting Working Group Discussions to be held on Risk Topics such as:

  • Systemic Risk
  • Liquidity Risk
  • Risk Reporting for Alternative Strategies

 

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