Blackstone and Pictet become Core Supporters; New Silk Road Management and Peak Capital become Signatories; Emerging Manager Programme SPARK
Canyon Partners, Church Pension Fund and Golden Nest Capital Management (Hong Kong) join SBAI.
SBAI submits response to HK SFC consultation on Managing and Disclosing Climate Related Risks
Tangency Capital joins SBAI, Polar becomes a Core Supporter; summary of the year
Major Broker-Dealers Support the Adoption of SBAI’s Due Diligence Questionnaire (DDQ) for Alternative Risk Premia Products
IMCO, GaoTeng Global Asset Management Ltd, Lakefront Asset Management and Two Sigma join SBAI, Graham Capital becomes a Core Supporter
OP Asset Management, Platinum join SBAI, publication of global regulatory guidance on responsible investment
SBAI publishes a Toolbox Memo on Responsible Investment Regulatory Overview
SBAI publishes a new Toolbox memo on Cash Handling and Cyber Security
PRI Pensionsgaranti joins SBAI, New SBAI Trustee, summary of September events
2019 Annual Report published
SBAI responds to ESMA consultation on Leverage Risk in AIF
Blackstone and Pictet become Core Supporters; New Silk Road Management and Peak Capital become Signatories; Emerging Manager Programme SPARK
Canyon Partners, Church Pension Fund and Golden Nest Capital Management (Hong Kong) join SBAI.
SBAI submits response to HK SFC consultation on Managing and Disclosing Climate Related Risks
Tangency Capital joins SBAI, Polar becomes a Core Supporter; summary of the year
Major Broker-Dealers Support the Adoption of SBAI’s Due Diligence Questionnaire (DDQ) for Alternative Risk Premia Products
IMCO, GaoTeng Global Asset Management Ltd, Lakefront Asset Management and Two Sigma join SBAI, Graham Capital becomes a Core Supporter
OP Asset Management, Platinum join SBAI, publication of global regulatory guidance on responsible investment
SBAI publishes a Toolbox Memo on Responsible Investment Regulatory Overview
SBAI publishes a new Toolbox memo on Cash Handling and Cyber Security
PRI Pensionsgaranti joins SBAI, New SBAI Trustee, summary of September events
2019 Annual Report published
SBAI responds to ESMA consultation on Leverage Risk in AIF
Hillhouse and Polymer become signatories; Responsible Investment and Culture & Diversity Roundtable
SBAI publishes alternative risk premia guidance and announces new workstream on cash handling and cyber security
SBAI publishes memos on Backtesting and Broker Dealer Practices
Jupiter Research Capital, Zebedee Capital become signatories, Veritas joins Investor Chapter
SBAI establishes EMEA Committee
Frost Asset Management, HSCM, LFIS and Sylebra join SBAI; Alt Credit Guidance published
SBAI publishes alternative credit memos on valuations, conflicts of interest and choice of fund structure
New leadership at SBAI; IXI Fund and Minority AM become signatories; SBAI virtual events
SBAI names Mario Therrien of CDPQ as Chairman and Luke Ellis of Man Group Plc as Deputy Chairman
SBAI adds new signatories Perseverance Asset Management and Sussex Capital; new APAC team members and new events
SBAI publishes a Memo on conflicts on interest between parallel funds
New stakeholders, Memo on conflicts of interest, events in London and Austin and responsible investment
Avanda Investment Management and Cairn Capital join the SBAI, Whitebox Advisors become a Core Supporter.
Andrew W. Mellon Foundation and Mitsui & Co. Pension join Investor Chapter, Fiera Capital becomes Core Supporter; summary of 2019
The Standards Board publishes a Memo on Co-Investments
SBAI events in Canada; CERN Pension Fund and Maverick Capital join SBAI; new vacancies
SBAI updates its Standardised Board Agenda
ERS and Securis join the SBAI, ESG working group and roundtables in North America
SBAI announces new APAC Committee appointments
SBAI welcomes new Trustee and stakeholders; summary of SBAI September events.
Asset Management One Alternative Investments and Leadenhall Capital Partners join SBAI; Autumn events
Quest Partners and The Regents of the University of California join Standards Board; Standards Corner: conflicts of interest
Cyber Security Seminar in London, Handling of redemptions in situations of liquidity distress, ILS working group to explore side-pocketing
SBAI Impact expands in North America
New Stakeholders, publication of ILS Fund Valuation and Cyber Security Memos, OP update and many more
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
Fire & Police Pension Association of Colorado, Noah Holdings Hong Kong and Wellington Management join the SBAI. Summary of 2018
UTAM joins SBAI Investor Chapter. New working groups announced (credit, standardised board agenda, big data, Japan working group)
SBAI increases presence in North America with expanded North American Committee
Citadel and Orchard become SBAI Core Supporters; SBAI at Albourne and Bermuda ILS events, new team member and Standards Corner
University of Southern California joins SBAI Investor Chapter, InfraHedge becomes a signatory, newsfeed from Annual General Assembly
SBAI Announces New APAC Committee Appointments and Progress Report
SBAI Continues its Focus on Big Data and Artificial Intelligence
Annuitas joins SBAI Investor Chapter, big data & AI event, SBAI in Australia and New Zealand
Clocktower joins Investor Chapter; events in Australia and New Zealand and a roundtable on big data and AI in London
DSAM becomes SBAI signatory; OP updates its manual and template, SBAI events in Australia and New Zealand
SBAI Appoints Stuart Fiertz and Richard Lightburn to Board
SBAI moderated an Allocator Panel on responsible investment and ESG at the EuroHedge Summit 2018 in London.
Dame Amelia Fawcett delivered a keynote speech at EuroHedge Summit 2018 in London
Black-and-White Cap, Noviscient & UTIMCO join SBAI; events in APAC, cyber security updates and culture in asset management
SBAI’s new joiners: Alberta Investment Management Corporation and Steadfast Capital Management. SBAI launches its culture initiative
Dorsal Capital Management, PIMCO, Shanghai Topfund Investment Management and Voss Capital become signatories and SBAI creates NAC
SBAI Holds Big Data and Artificial Intelligence Roundtable
SBAI creates North American Committee
Elementum Advisors become SBAI signatory; SBAI in Helsinki, Geneva, New York and Texas
Thomas Deinet’s interview with Hedge Magazine, Feb 2018
Alpha Week wrote “SBAI Sees Growing Interest In China”
Aktia Asset Management joins SBAI Investor Chapter; Wadhwani Asset Management becomes a signatory
Oasis Management Company became a signatory, SBAI in Asia and summary of 2017
ARP Americas, Highbridge Capital and Polar Asset Management become SBAI signatories
Keva and Strategic Capital join SBAI and upcoming events
SBAI has released the results from the working group it established in 2016 to study fee terms, methodology and definitions
SBAI publishes Standard Expense Ratio (STER) Memo, events in North America and a new working group
Hedge Fund Standards Board (HFSB) becomes Standards Board for Alternative Investments (SBAI)
Air Canada Pension Investments joins Investor Chapter; upcoming events in September
400 Capital Management and BlueBay Asset Management become signatories; autumn events
US Attorney’s Office (NYC) speaks at HFSB Event, China Alpha Fund and Jasper Capital International become signatories
Final Insurance Open Protocol Template Published
May 2017: Japan Post Bank joins Investor Chapter, Misaki Capital and Simplex Asset Management become signatories
HFSB adds Open Protocol to its Toolbox
HFSB on the US West Coast and the APAC region
HFSB in Toronto; Ivaldi Capital and Nordkinn Asset Management become signatories; Morgan Stanley Investment Management joins Investor Chapter
Thomas Deinet’s interview with Asset TV. He talked about HFSB’s initiatives in cyber security & managing conflicts of interest
HFSB in Texas; Citadel, Hiscox and Myriad become signatories; PSERS joins Investor Chapter
HFSB in Geneva and Helsinki, upcoming events, HFSB responds to CSA Notice and APAC Committee members
HFSB Adds New APAC Committee Members, Sees Strong Growth in Asia-Pacific Membership
Summary of 2016 and initiatives for 2017
HFSB Appoints Luke Ellis and Henry Kenner to the Board, Announces Liquid Alternatives Working Group
HFSB in North America and APAC Region, Liquid Alternatives – New Working Group and Toolbox Updates
Hedge Fund Standards Board Meets with Leading Investors and Managers in Shanghai to Discuss State of Chinese Hedge Industry
Frontlight Capital, GAMA, LIM Advisors and Nezu Asia Capital become HFSB Signatories; New Jersey Division of Investment joins Investor Chapter
TB Alternatives Asset, Alaska Permanent Fund and CB Permatrust AM join HFSB; North American events and FSB Consultation
Goldman Sachs Asset Management joins the HFSB and upcoming events
Rockhampton Management and Victorian Funds Management Corporation join HFSB, cyber event in London
APAC Committee, New Zealand Superannuation Fund and Telstra join Investor Chapter, new signatories
Ashley Alder, CEO of the Securities and Futures Commission of Hong Kong speaks at the HFSB event
HFSB appoints Betty Tay of GIC to the Board and establishes APAC Committee
Dymon Asia Capital joins HFSB, annual events in Australia and New York
HFSB Appoints Clint Carlson to its Board
Carlson Capital and MKP Capital join HFSB, US West Coast events
IFSWF and HFSB establish Mutual Observer Relationship
BCK Capital join the HFSB, cyber-attack simulation exercise in New York
HFSB publishes administrator transparency reporting data structure
HFSB releases results of working group on administrator transparency reporting
Alyeska Investment Group and ROW Asset Management become HFSB signatories
HFSB releases results of its first cyber-attack simulation roundtable in London
West Virginia Investment Management Board joins HFSB and HFSB cyber-attack simulation exercise in London
Trient Asset Management, CPPIB and Howard Hughes Medical institute join HFSB and HFSB in Asia
HFSB publishes new amendments to the Standards
Islandbridge Capital and Quantica Capital become signatories, HFSB in Canada and upcoming events
HFSB appoints Poul Winslow to the Board and HFSB North American events
HFSB adds Cyber Security Memo to its Toolbox
Crystalline Management Inc. joins the HFSB, North American events in September
Systematica joins HFSB, new HFSB initiative on cybersecurity
HFSB at the IOSCO Conference, Dabroes Management joins HFSB and upcoming events
Administrator Transparency Reporting template and coverage of the HFSB Annual event
HFSB adds Administrator Transparency Reporting to its Toolbox
HFSB presented the Chinese translation of the Standards in Shanghai.
HFSB in China, CDAM, Effissimo & Trium join HFSB
HFSB in Hong Kong, URS & TRS join the Board, Eagle Trading Systems Inc. & Duet Asset Management join HFSB
HFSB launched a new consultation on managing conflicts of interest.
HFSB appoints Bruce Cundick of URS and Dale West of of TRS to the Board
Hutchin Hill Capital and Kriya Capital join the HFSB, other HFSB events
HFSB appoints David George of the Future Fund to the Board
HFSB events in Australia and other initiatives for 2015
HFSB addresses emerging regulatory priorities, end of the year of report and 3rd Nordic event in Helsinki
HFSB attends the SWF conference in Doha and meets regulators and investors in Asia and the Far East
HFSB presents the Japanese translation of the Standards in Tokyo
Current HFSB Initiative: Review of Conflicts of Interest
PAG becomes a Core Supporter and HFSB Survey on conflicts on interest
Majestic Asset Management joins HFSB; Stakeholder event in NYC, HFSB attends IOSCO Conference
Taconic Capital, WMD Asset Management and BA Pension join the HFSB
Old Mutual joins HFSB
HFSB granted IOSCO membership
HFSB Institutional Investor Roundtables in Montreal and Boston
HFSB Investor Chapter welcomes Finland’s Elo and Kuwait’s Gulf Investment Corporation, and HFSB events in May
HFSB appoints Jane Buchan and Chris Gradel to the Board
Royal Mail Pension Plan, USS and Tolis Advisors join the HFSB, Standardised Board Agenda published
HFSB Launches its Toolbox – Standardised Board Agenda
Summary of Q1 and launch of the HFSB Toolbox
Galliant, Halcyon, Innocap, Master Cap, MST & Palmerston sign up and Ilmarinen joins Investor Chapter
Varma, Gavea Investimentos, Magnetar and RS Platou AM join HFSB; HFSB events in US and Australia
Helsinki institutional investor roundtable and summary of HFSB activities in 2013
Saba Capital Management is a new signatory; Annual North American Forum
Black River, Eclectica, Pine River & XHE Capital become signatories, HFSB events in autumn
Pictet, Reservoir & Three Bridges become signatories, HFSB events in Asia and the USA
Hall Commodities & Welton Investment Corporation join the HFSB, Geneva roundtable
AlphaCat Managers, Casgrain Asset Management, Electron Capital and Tricadia Capital are the new signtaories
Addenda Capital, GoldenTree, Napier Park, Polygon and TRG Management join HFSB
7 new signatories, Dan Stern – New HFSB Trustee, HFSB Governance Forum
HFSB appoints New US Board Member
Akira, Camomille, III Associates become signatories; Church Commissioners and Florida State Board join IC
Hexavest, Luxor Capital and Montrusco Bolton Investments join HFSB; Amendments to signatory and conformity forms
Camares Capital and Marble Bar become signatories; HFSB stakeholder event in New York
BlueMountain Capital, Cerberus capital, Ellington Management, Praxient Capital and Warwick Capital join HFSB
December Newsletter
November Newsletter
Dame Amelia Fawcett’s interview with the Financial News
October Newsletter
September Newsletter
August Newsletter
July Newsletter
June Newsletter
May Newsletter
April Newsletter
Dame Amelia Fawcett’s keynote speech at HedgeInvest 2012
Dame Amelia Fawcett talks to The Globe and Mail
March Newsletter
February Newsletter
January Newsletter
HFSB strengthens the Standards with international dimension
December Newsletter
November Newsletter
October Newsletter
HFSB announces new Core Supporters
Public Consultation on Amendments to the Hedge Fund Standards
HFSB’s response to ESMA’s AIFMD consultation paper
Hedgeweek interviews Christopher Fawcett, HFSB Trustee: “Hedge Fund Standards not a substitute for investor due diligence”Hedgeweek interviews
Simon Ruddick, HFSB Trustee: “Asian fund managers likely to adopt Hedge Fund Standards faster than the US”
We are delighted to update you on the latest developments at the HFSB since our last communication in December 2010.
HFSB announces new Chairman and Core Supporters
FT Interviews Chairman Dame Amelia Fawcett
Thomas Deinet talks at the Warwick Investment Forum 2011 about the role of capital markets in mitigating financial crises
Newsletter on the latest developments
HFSB appoints Interim Chairman
CNN asks T. Deinet how new regulation for HFs will play out in the “real” world
Leading global hedge fund investors join the HFSB Investor Chapter
T. Deinet’s Article in the Hedge Fund Journal
German FAZ asks T. Deinet if Europe underates hedge funds (in German)
CNBC asks Antonio Borges about regulating hedge funds
Reuters asks T. Deinet if hedge funds might leave London
BBC, Hardtalk, Stephen Sackur asks A. Borges if regulations will ensure that the recent financial shocks are not repeated (UK viewers only)
Market reality splits European and US policies towards hedge funds EuroHedge, A. Borges contrasts current/future policy towards hedge funds in the US and Europe
Overseer of the health of hedge funds, FT, Pauline Skypala interviews A. Borges
AIFM expands trans-national divide, Global Pensions (requires login), A. Borges believes the AIFM Directive has come at a bad time
Hedge funds ‘nothing to do with financial crisis‘, BBC Radio, A. Borges outlines why the industry is opposed to the AIFM Directive.
HFSB announces five new international signatories
Short shrift for short sellers, Investment Week, Analysis of short selling
“Black box” groups join hedge fund standards scheme, Reuters, Winton and BlueCrest give support to HFSB
Fund managers continue to sign up to HFSB standards, Hedge Fund Review, Announcement on new HFSB signatories
HFSB expands international investor role and signs up BlueCrest and Winton
Hedge Fund Focus: EU tightens noose on non-EU managers, Reuters TV, T. Deinet: latest EU plans to regulate the HF industry will limit investor choice
HFSB proposes toughening of the Standards and announces new signatories. The consultation on toughening the Standards is available in the Consultations section.
HFSB Statement on the draft Alternative Investment Fund Managers Directive published today by the European Commission.
New signatories: The HFSB has signed up 13 new hedge fund managers to its Standards, bringing the total to 45 managers.
The HFSB welcomes the Turner Review on the regulatory response to the global banking crisis. Antonio Borges, Chairman of the HFSB: “the UK has the most advanced regulatory regime in the world for hedge fund managers (…)”.
UK Treasury Committee hearing: Antonio Borges, Chairman of the Hedge Fund Standards Board, took part in the Treasury Committee hearing on the Banking crisis. Hearing (Parliament Live); Written Evidence submitted by the HFSB (p. 211).
HFSB sees risk in leverage rules, Reuters, T. Deinet explains how the leverage rules could create the very problems they are set to avoid
European Commission consultation on Hedge Funds: HFSB Response. A. Borges, a keynote speaker at the European Commission’s conference on Private Equity and Hedge Funds on 26/27 February.
CESR Conference in Paris: Speech by A. Borges, “Hedge Funds have a better understanding of risk (..), and they have not contributed to any systemic problems”.
Quality Control, Reuters, A. Borges comments on protectionist elements of the proposed draft regulation
Swedish boost for hedge funds, Daily Telegraph, T. Deinet on the Swedish Presidency’s efforts to improve the AIFM Directive
Hedge Fund Pay, Reuters TV, T. Deinet comments on applying banking remuneration principles on the asset management sector
HFSB’s Borges on modifying the EU Directive, Inside Global Banking, A. Borges comments on the latest regulatory developments
The Trade New. Thomas Deinet explains the benefits of the “comply or explain” mechanism
HFSB calls for better fund oversight Hedge Funds Review. Antonio Borges: “The Madoff scandal highlights the need for an independent process in relation to fund administration and the valuation process…”
The HFSB has signed up 9 new hedge fund managers to its Standards, broadening its reach in Asia and Europe.
Facilitating internal due diligence: The Hedge Fund Standards and Guidance are now available in Excel to facilitate the process to achieve conformity
The regulator’s view: Speech by Hector Sants, Chief Executive, FSA, at the Hedge 2008 Conference: “FSA sees the HFSB Standards as a very constructive addition to the wider regulatory architecture.”
The HFSB has signed up 10 new hedge fund managers to its Standards.
The Daily Telegraph article: Long-term disadvantages of short-selling ban may outweigh the benefits, by Antonio Borges, Chairman
Revised signatory page now online: The application form and the conformity statement have been revised to now account
the HFSB welcomes due diligence recommendations from Bundesverbank Alternative Investments (BAI).
Press release upon publication of US President’s Working Group reports on hedge funds.
Publication of practice standards of the Hedge Fund Working Group (HFWG).
To be added to our newsletter mailing list, please enter your details:
*SBAI will never pass on your personal data and will only use it for the sole purpose of sending our:
- Monthly newsletters and updates - Press releases - Invitations to the SBAI events
Please tick the "GDPR Consent" box to confirm you have read this statement.
Standards Board for Alternative Investments (SBAI), 7 Henrietta Street, London, WC2E 8PS, United Kingdom Email: info@sbai.org | Tel: +44(0) 20 3405 9042/43