Exploring the key success factors that investment leaders should consider when building successful investment programmes – this is the first in a series of joint publications by the Standards Board for Alternative Investments (SBAI) and the Chartered Alternative Investment Analyst (CAIA) Association.
The Securities and Exchange Commission (SEC) recently settled charges against Theorem Fund Services LLC (TFS), a Florida-based fund administrator. The charges revolve around TFS's failures to respond adequately to multiple red flags and clear indications of fraudulent activities associated with EIA All Weather Alpha Fund Partners and its manager.
We recently launched this new initiative for our Signatories and Investor Chapter members to provide opportunities to network with peers combined with educational content. Each community is global and can be an important supplement to existing local networks and an extension of internal teams when exploring new ideas or processes.
Many allocators are now looking to increase the diversity of their portfolios. This report explains practical steps that allocators can take to enhance their manager sourcing and selection processes and improve the levels of diversity in their external investments.
Diversity metrics are a great tool for institutional allocators to both understand and benchmark the diversity of their portfolios, but over reliance on this type of measurement may mean we are losing track of what we are really trying to measure – promotion of culture diversity within the industry. In this article, we discuss how allocators can look beyond the metrics.
Russian sanctions and market volatility mean it is important for managers to maintain high standards and for allocators to ask the right questions. In this thought piece we demonstrate how the SBAI Alternative Investment Standards can help.
Digital Assets operate using different infrastructure than more traditional asset classes, therefore any ODD must take account of certain risks that are more prominent within this asset class. This toolbox memo explores the key areas for ODD for digital assets.
Japanese Pension Funds are responsible for over USD 750 billion in AUM, but are subject to strict rules on making their own investment decisions and who they can allocate to. This toolbox memo explores the routes available for foreign hedge fund managers to access Japanese Pension Funds.