ANALYSIS AND UNDERSTANDING YOUR INVESTMENTS
Our analytical services are designed to help you build a robust understanding of your investments through our world-class research, accurate interpretation of information and specialist analysis of investment data at every level. It is about providing the tools you need to make informed investment decisions that are empowering for your business. Our starting point is defining and understanding your needs first, and then allowing this to inform not only the data we gather, but also how we present it. This allows us to show the complex interplay of data sets in a way that is clear, relevant and intuitive.
What we do
The output of our investment product due diligence processes, which analyse all aspects of the product, provide investors with a detailed picture of the investment products they want to consider. The process includes macro analysis of the viability of the investment thesis as well as drilling down into details, such as the philosophy and process applied, the product’s track record, the risk mitigation tools employed, assessment of the investment professionals and their level of expertise.
Our operational due diligence process considers a wide range of operational aspects within the investment framework, including regulatory compliance, the inherent strength of the business itself, information technology, accounting, administration, valuation and third-party service providers. This includes finding deal-specific risks and opportunities, identifying hidden costs as well as liabilities and critically examining the quality and reasonability of projected earnings and cash flows.
How we do it
A Holistic Approach
By taking a holistic approach that factors in every aspect of due diligence, from viability through to management, we are able to build a complete picture from the fund level right through to operational and compliance considerations.
Understanding investment products does not only relate to track record, but requires insight into how individuals behave, react and work together. We interrogate at all levels within the business and identify trends and patterns.
The team comes from a diverse background with different areas of expertise, which allows us to question and test asset managers in detail and consider feedback critically. We do not take answers at face-value, we ensure they make sense as part of the bigger picture and over time.