In this episode, listeners will gain practical advice on strengthening cyber and information security strategies, ensuring operational resilience, and conducting more meaningful due diligence on third-party providers.
Independent Fund Directors are vital to safeguard investor interests. As the model of directorship has evolved, stakeholders must navigate new challenges to ensure strong governance.
ODD plays a vital role in institutional investor processes. Our 2024 survey of ODD Practices reveals standard practices at leading investors across a range of areas including structures, use of data gathering tools, and challenges.
Discussions around trade errors, omissions, and breaches are sensitive given it is not a “zero failure” environment. In this memo, we explore the spectrum of approaches and treatment of these and highlight how investors and managers can improve dialogue for mutual success.
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.
No investment is without operational risk. The key challenge facing Chief Investment Officers and Investment Committees is to navigate these risks successfully as they build out their investment programmes.
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.
