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11 Dec 2020

ARP - DDQ for Broker Dealer Products

ARP products can be accessed through broker-dealer products as well as managed funds. This DDQ provides a list of questions that institutional investors and asset managers should ask when conducting due diligence on broker-dealer ARP products.

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06 Feb 2019

Standard Data Trial Agreement (PDF)

Alternative or Big Data continues to expand and covers a wide range of data sources. This Trial Data Licence template addresses key issues such as personal data protection, prevention of insider trading and the right to use the data.

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06 Feb 2019

Standard Data Trial Agreement (Word)

Alternative or Big Data continues to expand and covers a wide range of data sources. This Trial Data Licence template addresses key issues such as personal data protection, prevention of insider trading and the right to use the data.

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03 Oct 2017

Standardised Total Expense Ratio

When there is divergence in market practices for disclosure, it is difficult for allocators to contrast different expense categories across different funds. Our Standardised Total Expense Ration provides a framework to calculate a single standardised expense ratio for reporting to investors.

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