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Albourne Insights

On this page prospective Albourne clients can explore a sample of the latest investment content Albourne has created for its client base.

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  • News

    News & Initiatives

    Committed to improving the alternatives industry, this page features some of our key initiatives, articles published by Albourne or press coverage on Albourne.

    Diversity, Equity & Inclusion

    We are keen to promote the adoption of DEI within the Alternatives Industry and we believe that our clients, and the managers they select, will be better investors when they create an environment which welcomes, promotes, and harnesses diversity.

    Sustainable Investing

    In keeping with Albourne’s mission to make its clients the best investors they can be, we are facilitating clients’ engagement with Sustainable Investing (SI) issues, both as a risk and an opportunity, by integrating SI across Albourne’s services spectrum.

    Industry Presence

    Aiming to improve transparency and encourage use of best practices, Albourne has a strong presence in the industry and spearheads many public initiatives.

    Open Protocol

    Open Protocol is an industry accepted, consistent reporting template for managers’ risk and exposure information, created to encourage transparency and to enable investors to aggregate exposure information at the portfolio level.

    The Shape of Fees

    Albourne has been leading efforts to promote transparency and encourage better-aligned terms which help to achieve a fairer share of return between managers and investors. Central to this goal has been the initiative to focus an industry conversation on the “shape of fees.”

    The Village ➥

    The Albourne Village is a non-commercial website launched in 2000. This virtual community offers its 100,000+ residents the opportunity to read the latest news on alternative investments, browse and post job listings, conferences and courses.
  • Insights
  • Services
  • Clients

    Clients

    Albourne provides services to institutional investors, financial intermediaries and family offices, who are invested in alternative investments across the liquidity spectrum.

    Public Pension Plans

    Public Pension Plans have been Albourne clients for over 20 years. Our non-AUM based pricing, extensive global platform, industry advocacy to promote transparency, and ability to address both Sustainable Investing and Diversity, Equity & Inclusion considerations can offer an extension of staff across the alternative investments spectrum.

    Endowments & Foundations

    Endowments & Foundations often have long-established teams who welcome the breadth of Albourne’s services, which cover the investment process, from sourcing, research and advisory to implementation solutions.

    Financial Institutions

    Financial Institutions may be natural beneficiaries of the economies of scale Albourne has created. We believe we offer among the industry’s most extensive data analytics, proprietary portfolio tools and research coverage.

    Family Offices

    Albourne offers an equitable approach to clients; our Family Office clients vary widely in size, but are offered the support and flexibility they need, in addition to the benefits of client initiatives.

    Corporate & Private Pension Plans

    Our breadth and depth of experience provides a multi-dimensional approach for Corporate & Private Pension Plans whose specific mandates may be addressed through direct access to Albourne Analysts, a dedicated client team and extensive online resources.

    Insurance Companies

    Albourne can provide a cost-effective and empowering solution for Insurance Companies’ investment teams, providing time and knowledge management. Services can vary from Fintech solutions to benchmarks and implementation.

    Castle ➥

    The Castle is Albourne’s dedicated client portal, providing extensive data, analytics, information, and tools on one secure website.
  • Managers

    Managers

    Join thousands of investment managers by providing information to our secure manager portal, MoatSpace.

    MoatSpace ➥

    MoatSpace is Albourne's web portal for investment managers - or their authorized agents - to upload fund documentation and update information such as assets under management, fundraising details, performance data, fund terms and fees.
  • Indices
  • Team

    Team

    With over 600 people, Albourne's business model is predicated on creating and sharing economies of scale and a time share of talent.

    Partners

    Albourne has over 100 Partners in total across North America, Europe and Asia.

    Contact Us

    If you would like to find out how Albourne can help you, please reach out!
  • Careers

    Careers

    Our people are our greatest resource, and we are committed to promoting a workplace where everyone feels involved, is respected, and has the opportunity to grow.

    Work With Us

    If you would like to know what vacancies are currently open at Albourne, please visit this page and apply now.

    Our Values

    Across every part of our business, we are committed to fostering, cultivating and preserving a culture of diversity and inclusion, while at the same time we strive to be a sustainable firm.

    Life At Albourne

    Since inception Albourne has kept its culture – creating a healthy balance of work and play.
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  • News

    News & Initiatives

    Committed to improving the alternatives industry, this page features some of our key initiatives, articles published by Albourne or press coverage on Albourne.

    Diversity, Equity & Inclusion

    We are keen to promote the adoption of DEI within the Alternatives Industry and we believe that our clients, and the managers they select, will be better investors when they create an environment which welcomes, promotes, and harnesses diversity.

    Sustainable Investing

    In keeping with Albourne’s mission to make its clients the best investors they can be, we are facilitating clients’ engagement with Sustainable Investing (SI) issues, both as a risk and an opportunity, by integrating SI across Albourne’s services spectrum.

    Industry Presence

    Aiming to improve transparency and encourage use of best practices, Albourne has a strong presence in the industry and spearheads many public initiatives.

    Open Protocol

    Open Protocol is an industry accepted, consistent reporting template for managers’ risk and exposure information, created to encourage transparency and to enable investors to aggregate exposure information at the portfolio level.

    The Shape of Fees

    Albourne has been leading efforts to promote transparency and encourage better-aligned terms which help to achieve a fairer share of return between managers and investors. Central to this goal has been the initiative to focus an industry conversation on the “shape of fees.”

    The Village ➥

    The Albourne Village is a non-commercial website launched in 2000. This virtual community offers its 100,000+ residents the opportunity to read the latest news on alternative investments, browse and post job listings, conferences and courses.
  • Insights
  • Services
  • Clients

    Clients

    Albourne provides services to institutional investors, financial intermediaries and family offices, who are invested in alternative investments across the liquidity spectrum.

    Public Pension Plans

    Public Pension Plans have been Albourne clients for over 20 years. Our non-AUM based pricing, extensive global platform, industry advocacy to promote transparency, and ability to address both Sustainable Investing and Diversity, Equity & Inclusion considerations can offer an extension of staff across the alternative investments spectrum.

    Endowments & Foundations

    Endowments & Foundations often have long-established teams who welcome the breadth of Albourne’s services, which cover the investment process, from sourcing, research and advisory to implementation solutions.

    Financial Institutions

    Financial Institutions may be natural beneficiaries of the economies of scale Albourne has created. We believe we offer among the industry’s most extensive data analytics, proprietary portfolio tools and research coverage.

    Family Offices

    Albourne offers an equitable approach to clients; our Family Office clients vary widely in size, but are offered the support and flexibility they need, in addition to the benefits of client initiatives.

    Corporate & Private Pension Plans

    Our breadth and depth of experience provides a multi-dimensional approach for Corporate & Private Pension Plans whose specific mandates may be addressed through direct access to Albourne Analysts, a dedicated client team and extensive online resources.

    Insurance Companies

    Albourne can provide a cost-effective and empowering solution for Insurance Companies’ investment teams, providing time and knowledge management. Services can vary from Fintech solutions to benchmarks and implementation.

    Castle ➥

    The Castle is Albourne’s dedicated client portal, providing extensive data, analytics, information, and tools on one secure website.
  • Managers

    Managers

    Join thousands of investment managers by providing information to our secure manager portal, MoatSpace.

    MoatSpace ➥

    MoatSpace is Albourne's web portal for investment managers - or their authorized agents - to upload fund documentation and update information such as assets under management, fundraising details, performance data, fund terms and fees.
  • Indices
  • Team

    Team

    With over 600 people, Albourne's business model is predicated on creating and sharing economies of scale and a time share of talent.

    Partners

    Albourne has over 100 Partners in total across North America, Europe and Asia.

    Contact Us

    If you would like to find out how Albourne can help you, please reach out!
  • Careers

    Careers

    Our people are our greatest resource, and we are committed to promoting a workplace where everyone feels involved, is respected, and has the opportunity to grow.

    Work With Us

    If you would like to know what vacancies are currently open at Albourne, please visit this page and apply now.

    Our Values

    Across every part of our business, we are committed to fostering, cultivating and preserving a culture of diversity and inclusion, while at the same time we strive to be a sustainable firm.

    Life At Albourne

    Since inception Albourne has kept its culture – creating a healthy balance of work and play.

News & Initiatives

Go to Initiatives pages

Diversity, Equity & Inclusion
Sustainable Investing
Industry Presence
Open Protocol
The Shape of Fees

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TAGS:
Diversity, Equity & Inclusion Industry Presence Open Protocol Sustainable Investing The Shape of Fees

Featured news and articles

FEATURE
Announcing Albourne's Employee Ownership Trust (EOT)
The creation of an Employee Ownership Trust enables the efficient transfer of ownership, providing continuity and stability, and reaffirms Albourne’s commitment to remain strictly non-discretionary and independent. We continue to believe that our business model promotes our clients’ best interests by avoiding conflicts of interests created when Advisers also manage discretionary products.
18 Feb
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FEATURE
Open Letter on Cash Hurdles Update - August 2024
In June Albourne signed an Open Letter supporting the adoption of cash hurdles. Due to further interest, this letter has been updated to reflect additional supporters, reaching a total of 60 signatories. Open Letter as of 6 August 2024. Albourne remains committed to supporting our clients and empowering them to maximize alignment of interests with the managers they invest with. Over the years, we have undertaken significant efforts to effect change in the industry to improve the level, transparency, and shape of fees. Further, we will be featuring our efforts to improve the alignment of fees and many other priority initiatives as part of our “Investor Manifesto III” launch on the Monday of our client event later this year. For more information, please get in touch with your Albourne contact.
06 Aug
27 Nov
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Room for fee innovation as traditional models come under pressure
Asset owners and managers may not always agree on fees, but one thing both parties are thinking a lot more about these days is creating innovative structures which – if done right – could provide rewards for the former and value for the latter.
Industry
Fees
11 Nov
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Albourne Contributes to CPP Investments Report on Integrating AI and Human Capital
As AI deployment grows, investors will increasingly need to monitor their portfolios' overall exposure to the transformative potential of this technology, particularly in relation to talent strategy integration.
Industry
27 Sept
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SBAI Establishes Oceania Advisory Committee
The Standards Board for Alternative Investments (SBAI), an active alliance of institutional investors and alternative asset managers, announced today the launch of its Oceania Advisory Committee.
Industry
05 Sept
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Albourne’s Andrew McCulloch is on the 2024 CIO Knowledge Brokers List
Albourne is delighted to announce that @Andrew McCulloch, has been named on the CIO Knowledge Brokers List.
Industry
22 Jul
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Latest Insurance Open Protocol Template Published
The Standards Board for Alternative Investments (SBAI) and Albourne, co-chairs of the Open Protocol Working Group, have published updates to the Insurance Open Protocol (“IOP”).
Industry
OP
15 Jul
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Albourne Talks up Energy Transitions ‘Game Changers’
Albourne Partners is recommending LPs partner with managers that are adept at capitalizing on emerging technologies within areas like energy efficiency storage, carbon capture and hydrogen fuel.
Industry
13 Jun
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1fs Wealth Partners with Albourne to Offer Hedge Fund Benchmarking Capabilities to Wealth Owners
1fs Wealth has bolstered the capabilities of its AI-driven global wealth intelligence platform by partnering with Albourne Partners Limited, an independently owned, non-discretionary global investment consultant which has been providing advice on alternatives for over 30 years.
Industry
04 Jun
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Open Letter on Cash Hurdles
Albourne has signed an Open Letter supporting the adoption of cash hurdles.
Industry
Fees
02 Apr
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New Partners 2024
As we turn 30, we are excited to announce this year’s new Partners!  This promotion recognizes these exceptional individuals who have contributed to our collective ‘road less traveled.
Industry
13 Jul
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SBAI Appoints a New Chair to its APAC Committee
The SBAI today announced that Richard Johnston, Partner at Albourne Partners, has been appointed as the new Chair of the SBAI APAC Committee.
Industry
13 Apr
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Albourne's 2023 Partners & Equity Option Recipients
As we enter our 30th year, we are excited to announce new Partners & equity options recipients.
Industry
16 Feb
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Building Back Better: The Future of Digital Asset Hedge Funds After the Year That Was
Writing for clients, Albourne's Partners Travis Williamson and Steven D’Mello comment
Industry
07 Feb
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FTX Fallout Highlights the Need for Enhanced Diligence
By Travis Williamson and Steven D’Mello Albourne Partners Following the collapse of FTX, counterparty due diligence has become even more crucial for all active trading strategies.
Industry
15 Dec
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Investor Interest 2023: Allocators’ Plans for Hedge Funds and Beyond
Sizable swathes of the hedge fund industry have been left battered and bruised by 2022’s market turmoil.
Industry
29 Nov
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Reduce, Reuse, Recycle: How to Use Capital Efficiently
The spectre of trapped capital has heightened the desire for efficiency, according to a panel discussion during ILS Bermuda’s Convergence conference.
Industry
20 Jul
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Regulatory Risk: Confronting the New Global Hedge Fund Compliance Challenges
Following an extraordinary couple of years for global markets, financial regulators have kick-started a range of initiatives after large swathes of proposals and reviews were put on hold during the Covid-19 pandemic.
Industry
09 Jun
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The Next Generation: How Emerging Managers Are Adapting to the New Hedge Fund Landscape
As the hedge fund industry continues to grow and evolve, and some established firms take a step back or convert into family offices, the fortunes of the next generation of managers are coming into sharp focus.
Industry
01 Jun
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2022 Albourne Update
Albourne Announcements, New Partners, and Equity Recipients Albourne’s aspirations have always been multi-generational, and this has driven our approach to both equity participation and succession.
Industry
30 May
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More Than a Quarter of Largest US HFs Eyeing Crypto
More than a quarter of the largest US hedge fund managers have the capacity to trade digital assets, With Intelligence can reveal.
Industry
05 May
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Albourne’s Response to the SEC Private Fund Proposed Reforms
Albourne1 submitted to the US Securities and Exchange Commission (“SEC”) its views on the SEC’s Private Fund Proposed Reforms announced in February 2022.
Industry
28 Apr
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Albourne Wins Hedge Fund Consultant of the Year
Albourne is delighted to have won Hedge Fund Consultant of the Year at Institutional Investor's 19th annual Hedge Fund Industry Awards! Thank you for your votes! For details of all of the winners, please click here.
Industry
27 Apr
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AIMA’s New Industry Guide – Digital Asset Custody
The Alternative Investment Management Association ("AIMA"), together with leading digital asset custodians and industry experts (including Albourne), has published a new Industry Guide on Digital Asset Custody for institutional investors.
Industry
06 Apr
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SBAI Establishes Global Regulatory Committee to Further Collaboration with Regulators around the World
The Standards Board for Alternative Investments (SBAI), an active alliance of institutional investors and alternative asset managers, announced today the launch of its Global Regulatory Committee.
Industry
15 Nov
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SBAI Publishes a Guide to Operational Due Diligence of Crypto Assets
Today, the SBAI, a global alliance of alternative investment managers and allocators and custodian of the Alternative Investments Standards, released a new Toolbox memo providing guidance on completing operational due diligence on crypto assets.
Industry
01 Sept
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CIO Magazine Names Two Partners of Albourne as 2021 Knowledge Brokers
Chief Investment Officer magazine is pleased to present its 10th annual list of the world’s most influential investment consultants and advisers.
Industry
09 Aug
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Southeast Asia Fundraising: Indecision time
Southeast Asian GPs jockey for global attention with mixed results as the largest LPs continue to hesitate to commit to the region.
Industry
21 Jul
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SBAI Publishes Memo on Indemnification Wording in Fund Governing Documents
The Standards Board for Alternative Investments (“SBAI”) recently published a new memo on indemnification wording, as part of its Governance Toolbox.
Industry
14 Jun
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Albourne Celebrates Best Investment Consultant Award
Albourne Partners Limited (“Albourne”) is pleased to announce it was named “Best Investment Consultant” at the inaugural 2021 Institutional Asset Manager (“IAM”) Awards on 27 May 2021.
Industry
17 May
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Albourne Announcement
The Last Year This past financial year, our 27th, has brought with it unprecedented challenges for everyone across the world, and our thoughts are with those who have been so badly impacted by the pandemic.
Industry
06 May
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SBAI Publishes Guidance on Side-Pocketing within Insurance Linked Strategies
The Standards Board for Alternative Investments (SBAI) announces its latest Toolbox publication on side-pocketing within Insurance Linked Strategies (ILS).
Industry
22 Apr
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Albourne Joins ILPA’s Diversity in Action Signatories
Albourne is excited to announce that the firm has become a signatory of ILPA’s initiative, Diversity in Action.
Industry
24 Jun
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Albourne Participates in the Standards Board’s New EMEA Committee
The Standards Board for Alternative Investments (SBAI) has established a new regional committee focusing on the SBAI’s work in Europe, the Middle East and Africa (EMEA Region) with Elena Manola-Bonthond, CIO of CERN Pension Fund, appointed as Chairman.
Industry
20 May
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The Standards Board Publishes Alternative Credit Guidance
The Standards Board for Alternative Investments (SBAI) has published three memos on alternative credit fund management focusing on fund structuring considerations, valuation and conflicts of interest.
Industry
08 Nov
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Investor Manifesto II - A Declaration of Interdependence
Albourne published the Investor Manifestor II (IMii) in October 2018, furthering its commitment to the pursuit of better practice within the Alternatives industry.
Industry
29 Aug
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Albourne Launches News & Initiatives Page
Global investment consultant Albourne Partners announced its revamped News & Initiatives page on www.
Industry
19 Aug
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Texas Employees Rehires Albourne as Hedge Fund Consultant
Texas Employees Retirement System, Austin, rehired Albourne as hedge fund consultant,a webcast of the pension fund's board meeting Wednesday showed.
Industry
22 Jul
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Pure-Play Consultants Become Rare Breed amid Consolidation
The ranks of pure-play alternative investment consulting firms are thinning as the consulting industry consolidates and firms add money management to their services, a trend that winnows investors' choices and opens up consultants to potential conflicts of interest.
Industry
Fees
07 May
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Albourne Assists SBAI with Investor Guidance on Insurance Valuations
Following the insurance losses from catastrophic events worldwide in 2017 and 2018, the Standards Board for Alternative Investments (SBAI), whose members include both managers and institutional investors in alternative investments, has published “Valuation of Insurance-Linked Funds”, a document that provides guidance for investors conducting due diligence on funds that invest in (re)insurance-linked investments (“ILS Funds”).
Industry
06 May
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Albourne Hires Former NY MTA CIO
Sean Crawford joins in Connecticut, as the alts consultant boosts San Fran office with Spencer Edge.
Industry
03 Dec
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Real Assets Profile of Mark White- 2018 Knowledge Brokers
For Mark White, real assets are starting to come into their own.
Industry
16 Oct
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Albourne Launches 50-Point Investor Manifesto
Albourne has published its second Investor Manifesto setting out “game-changing” proposals to reform the alternative asset management industry for the benefit of fund managers and investors.
Industry
15 Mar
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Albourne’s CEO John Claisse Joins the Newly Created SBAI North American Committee
The Standards Board for Alternative Investments (SBAI) has established a North American Committee of leading alternative investment managers and institutional investors to direct the SBAI’s efforts in the region.
Industry
03 Oct
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Albourne Commends SBAI for Guidance on a Standardised Total Expense Ratio
Albourne commends SBAI for its guidance on Standardised Total Expense Ratio (STER).
Industry
Fees
27 Apr
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Albourne Best Overall Advisory Firm 2017
At HFMWeek’s European Hedge Fund Services Awards 2017, Albourne Partners won in the category of ‘Best Overall Advisory Firm.
Industry
16 Sept
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John Claisse Profile
As a consultant focusing on alternative assets, John Claisse wants to address the elephant in the room: hedge funds.
Industry
Fees

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