Operational Due Diligence

Operational Due Diligence

Verifying the operational backbone behind every manager before you commit capital.

Overview

Strong investment performance can be undone by weak operations. Our operational due diligence examines valuation policy, custody arrangements, fund administration, compliance, cybersecurity and business continuity.

We flag issues early, negotiate fixes where needed, and monitor operational quality for as long as the mandate runs.

What this covers

  • Valuation and pricing-policy review
  • Custody, administration and counterparty checks
  • Compliance and regulatory framework assessment
  • Cybersecurity and business-continuity review
  • Ongoing operational monitoring and alerts

Want to talk through your situation?

Our team will help you scope the right engagement — no obligation, no sales pitch.