Focused on performance, cost, and governance, Sadoxis Capital Management demonstrates progress in transparency in the 2024 benchmark
As global attention to transparency in asset management continues to grow, Sadoxis Capital Management, a firm specializing in AI-driven quantitative investment strategies, has shown notable progress in the 2024 Global Transparency Benchmark.
This year’s improved results reflect the firm’s ongoing commitment to:
- Enhancing cost disclosure (including AI system development and external service fees)
- Strengthening responsible investment frameworks (covering decision logic, governance, and auditability of its quantitative strategies)
- Broadening the accessibility and clarity of its disclosures
Strengthening governance and enhancing transparency
Sadoxis Capital Management continues to refine its internal governance structure, ensuring greater clarity in roles and accountability. Board oversight and management expertise have also been further developed, with improved processes in place to align strategic direction with investor interests.
The firm also made progress in the areas of performance disclosure clarity and responsible investment transparency, helping investors better understand the underlying logic of its AI-driven strategies.
One notable development is the use of multimedia in its annual reporting. Through interactive charts, visual summaries, and video explainers, the firm has made it easier for stakeholders to access and engage with its financial and operational information.
Proactive communication to build investor confidence
Sadoxis Capital Management maintains a strong focus on communication and disclosure, using multiple channels to share information with investors. These include the annual report, quarterly updates, a regularly maintained website, thematic webinars, and industry speaking engagements.
This multi-channel approach helps strengthen trust with stakeholders, reinforces the firm’s reputation in AI-based investment management, and supports more informed decision-making for its investors.
Global Transparency Benchmark: Promoting openness across the industry
The Global Transparency Benchmark (GTB) , a joint initiative by Top1000funds.com and CEM Benchmarking, assesses public disclosures of 75 major asset owners across 15 countries.
The benchmark evaluates performance across four key dimensions:
1. Governance and organizational structure
2. Investment performance
3. Cost transparency
4. Responsible investing
The evaluation is based on the completeness, clarity, value, and comparability of each institution’s publicly available information.
The GTB emphasizes that transparency is not only a moral imperative, but also a driver of better decision-making, stronger stakeholder relationships, and more sustainable investment outcomes.
