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.
In August 2022, the UK Financial Conduct Authority (FCA) issued its Dear CEO letter setting out its Alternatives Supervisory Strategy. This letter touched on several issues that are at the core of our mission here at the SBAI, including risk management, culture and responsible investment.
In this article, we discuss some of the points raised by the FCA and where we can be helpful to firms reviewing their processes and controls following on from this letter.
In this podcast episode from our Founder series, Poul Winslow (until recently Global Head of Capital Markets and Factor Investing at CPP Investments and an SBAI Trustee) is joined by SBAI Trustee Stuart Fiertz (President of Cheyne Capital – one of the founders of the SBAI) to look back at how it all started and how the industry is evolving. They discuss the SBAI, the case for alternatives, ESG and more.
There is much debate in the alternative investment industry about the role of short selling in responsible investment in general and specifically in net zero frameworks. In this thought piece we discuss the importance of short selling in the transition to a low carbon environment and suggest how it should be accounted for in net zero frameworks.