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).