Due Diligence
While due diligence traditionally has been a relatively straightforward process, today’s more complex investments call for exhaustive analysis on an increasing amount of information. In addition to assessing funds on a range of quantitative risk and return metrics, it’s critical to conduct thorough due diligence on a variety of qualitative measures. With funds reporting to more data vendors, it’s easier for investors to obtain quantitative information but more difficult to apply uniform analysis. And with funds providing more comprehensive documentation, there’s greater transparency but less structure to the information. In this environment where every piece of information has implications, investors need institutional-quality tools to systematize and automate the due diligence process.
PerTrac products for your needs:
PerTrac Analytics for Investors >
Analytics allows asset managers to conduct quantitative due diligence by generating in-depth risk and return statistics on existing or prospective fund investments – as well as by measuring how well fund managers adhere to their stated style objectives and guidelines over time.
PerTrac CMS for Investors >
CMS enables investment teams to conduct qualitative due diligence by performing advanced queries across all fund manager information found in the system, including fund documentation, questionnaires, emails, calls and meetings.
