News & events

Optimising Leverage Calculation and Reporting for AIFs

With the advent of the AIFMD, risk monitoring for AIFs must transition from being an area based on due diligence and manager discretion into a much more clearly defined practice.

The key challenge is to find meaningful and observable metrics which can satisfy both investors and regulators. Furthermore, these metrics must also meet the objectives and constraints set out in their prospectuses.

This presentation covers the areas below:

  • Determining key areas to monitor
  • Assessing the level of leverage
  • Disclosures in the prospectus
  • Annual report disclosures

Download the presentation here.