Toolbox Resources

The SBAI Toolbox is a leading source of practical, industry-developed resources and a trusted reference point globally for promoting education and standardisation for the Alternative Investment industry.

These templates, guidance, and insights are derived through industry collaboration, including in our Working Groups and Communities. Direct input from both institutional investors and asset managers ensures recommendations are balanced and fit-for-purpose.

Toolbox resources are made available to support the improvement of industry practices as a complement to the Alternative Investment Standards. Use or adoption of 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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Guidance

Our guidance documents are designed to educate the industry, share good practices, and provide practical frameworks that align investor expectations and manager approaches.

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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.

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Insights

Our insights and thought leadership help industry professionals benchmark practices, shape strategy, and stay ahead of emerging trends.

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