Investment Due Diligence (IDD)
A Clearer Lens on Manager Quality
Our IDD process is structured, evidence-based, and forward-looking. We go beyond performance metrics to evaluate the fundamental drivers of a manager’s ability to deliver consistent, risk-adjusted returns.
Focus keys areas:
Stability, ownership, and decision-making dynamics
Philosophy, implementation, risk controls
Attribution, consistency, market regime sensitivity
Infrastructure, compliance, and service providers
Cost transparency, incentives, co-investment
Policy depth and practical implementation
Focus keys areas:
Stability, ownership, and decision-making dynamics
Philosophy, implementation, risk controls
Attribution, consistency, market regime sensitivity
Infrastructure, compliance, and service providers
Cost transparency, incentives, co-investment
Policy depth and practical implementation
Smart Manager Benchmarking
We benchmark managers not only against peers but also against your objectives, risk tolerance, and portfolio role. Our reporting framework is tailored to your governance structure — concise for trustees, detailed for CIOs.
We also provide qualitative ratings and a proprietary conviction score to assist with prioritisation and implementation.
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