Due diligence is a vital component of any investment decision-making. Our objective is to develop a deep and broad understanding of what our clients are buying, and to highlight the opportunities and the risks. Where possible we aim to provide our clients with solutions and advice on how to overcome or mitigate these risks.
Our due diligence services encompass hedge fund, private equity, real estate investments, and any other complex alternative strategies. We are able to provide customised investment and operational due diligence services on an individual investment, a collection of investments or covering an entire portfolio, or simply database access. Our portfolio solutions include the ongoing monitoring and due diligence of new managers chosen by our clients (please see Alternative Investments).
Our framework for OQ assessments of hedge funds includes five categories:
Each due diligence review must go through our governance process. Our due diligence findings and report on the fund are presented to our senior research committee, which ultimately assigns investment and operational ratings to the each fund.
Our unique business structure and internal processes allows us to bring in industry experts where investments are more esoteric.