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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 …

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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 …

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What to Ask When Conducting Due Diligence on Private Equity Funds?

In our previous article “What are the specificities of due diligence questionnaires when applied to alternative investment funds”, we concentrated on the specificities of the DDQ for Hedge Funds. In this article, we focus on DDQs for Private Equity Fund Managers. Investments in Private Equity funds are by nature long-term and illiquid. This puts an additional …

What to Ask When Conducting Due Diligence on Private Equity Funds? Read More »

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, …

What Are the Specificities of Due Diligence Questionnaires When Applied to Alternative Investment Funds? Read More »

How Important Is the Qualitative Judgment in Investment Managers Selection Process?

Why is a qualitative asset manager due diligence as important as a quantitative one? Find out in the article… Although an increasing number of investors and consultants recon that qualitative screening and monitoring is equally, if not more important, than the quantitative side of the due diligence, the practice shows that decision process is still …

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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 …

How Is Sustainable Investing Impacting Investment Managers Screening and Monitoring Activities? Read More »

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