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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.

Brian Digney, SBAI Research & Content Director, joins William Kelly, CEO of CAIA, to share intriguing ODD anecdotes and observations, drawing on real-life scenarios and peppered with past experiences. They delve into the significance of operational plumbing within the industry, the rise of illiquid investments, and the vital role that ODD plays in detecting trends and risks. Also, Brian explores the delicate balance between risk and reward, outlining the key factors that institutional investors consider when partnering with emerging managers.

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.

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.