Operational Due Diligence On External Fund Managers – Is it that important?

Investors commonly expect that their capital will be subjected to loss or gain primarily due to market and investment-related factors. However, and especially with alternative investments, most fund managers failures have been linked to non-investment related factors. Operational Due Diligence is growing in importance and fund managers operational quality is becoming a prominent selection factor…

Manager claim of GIPS compliance – does it really matter?

Is a manager claim of GIPS compliance just another marketing tool or an indicator of the investment manager’s trustworthiness? The Global Investment Performance Standards (GIPS®) were launched in 2000, to help assure pension funds and other investors that asset managers’ investment performance is fairly presented and fully disclosed. In the early years, GIPS compliance was…

What are the specificities of due diligence questionnaires when applied to alternative investment funds?

How specific Due Diligence Questionnaires can be when assessing a Hedge Fund or a Private Equity Fund? Find out in the article… Alternative Investments continue to increase in popularity, and year-on-year institutional investors have been increasing their allocations to those asset classes. Diversification might be the principal reason but also a search for: higher yields,…

How is sustainable investing impacting investment managers screening and monitoring activities?

Identify the right manager for your responsible investment mandate through specific due diligence questionnaires. More and more institutional investors are adopting responsible investment approaches and signing in for UN Principles for Responsible Investment (PRI) or local stewardships codes, including some of the largest asset owners in the word (GPIF, CalPERS, APG, AP3, etc.). Indeed, since…