Bringing managers and investors together to set standards for the hedge fund industry

Summary of the Hedge Fund Standards

DISCLOSURE

Standards 1 – 4

This section focuses on the areas that managers are expected to disclose to investors:

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VALUATION

Standards 5 – 8

The area of valuation focuses on three major areas: segregation of functions in valuation, approach to handling and disclosure of hard-to-value assets and disclosure:

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RISK MANAGEMENT

Standards 9 – 20

Risk management is a vital component of the fund management process. This section looks at portfolio risks, operating risks and outsourcing risks.

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FUND GOVERNANCE

Standards 21-22

Fund Governance is about establishing the fund governing body, selecting its members with relevant skills and tackling potential conflicts of interest.

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SHAREHOLDER CONDUCT

Standards 23 – 28

This sections covers prevention of market abuse, proxy voting and borrowing stock.

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