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Standards
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Investor Chapter
Collaboration
Working Groups

Our Working Groups bring together institutional investors and asset managers to discuss key topics in the alternatives industry.
Toolbox
- Guidance
- Reporting & Templates
The SBAI's Principles for Carbon Footprinting: New Guidance for Alternative Managers and Investors
Regulatory Engagement
SBAI Engages with the SEC

Over the last months, we have continued to engage and meet with the US SEC on a range of proposed rules – raising specific concerns about the unintended consequences of the Safeguarding Advisory Client Assets Rule and the Predictive Analytics Rule.
Global Events
- Past Events
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Reporting & Templates

Our standardised tools and templates seek to promote transparency and better outcomes for managers and investors, while our DDQs help managers and investors prepare for due diligence.

These Toolbox items are for practical use by the industry and are separate from the comply-or-explain approach to the Alternative Investment Standards. If you have any questions regarding our Toolbox items or would like to provide input, please contact [email protected].

Open Protocol

Open Protocol Templates standardise the collection and collation of risk information for alternative investment funds.

Administrator Transparency Reporting (ATR)

Administrator Transparency Reports (ATR) provide independent confirmation of fund assets and liabilities, pricing sources, and counterparty exposures.

Standard Total Expense Ratio (STER)

A single, standardised expense ratio allows comparison and monitoring of fees and expenses across different funds.

Alternative Risk Premia

Alternative Risk Premia products require specialised due diligence.

Big Data

Big data, artificial intelligence, and machine learning continue to attract attention but require careful scrutiny.

Governance

Strengthening governance arrangements and facilitating better investor due diligence is at the heart of the SBAI.