Reporting & Templates

Our standardised reporting tools and templates provide managers and investors with ready-to-use resources that streamline preparation, simplify fund comparison, and support robust due diligence.

Toolbox resources are made available to support the improvement of industry practices as a complement to the Alternative Investment Standards. Use or adoption of the SBAI resources does not, by itself, confer Signatory status for managers. For questions or to provide input, please contact [email protected].

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Open Protocol

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Administrator Transparency Reporting (ATR)

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Standard Data Trial Agreement

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Standard Total Expense Ratio (STER)

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Governance