Due Diligence Matters – February 2023 Bulletin

Our flexible Operational Due Diligence (“ODD”) work, and coverage, continues to grow rapidly.

Please contact us to discuss accessing our ODD Reports and Innovative Solutions.

Missed the last bulletin? Click here for the January 2023 edition.

Not Just Another Tick In A Box: A New Approach To Operational Due Diligence

With a growing number of Investment Managers and Service Providers working with us directly, please click here for an article explaining our highly progressive ODD solution.

We can now be engaged directly by Investment Managers to perform an ODD review and write the detailed accompanying ODD Report. We incorporate a review of any assurance documents and certifications, where available, in our ODD Report, and go further to address the reader’s potential concerns across all operational pillars.

The ODD report process is relatively simple and quick to implement and maintain, and it’s also cost-effective. Clients can benefit whilst continuing to focus on what matters most: growing business. We know they are busy. Upon request, we will announce completed reports (via this bulletin) and direct queries to the client who can provide a link to our report at their discretion. Consumers then access our
ODD report(s), securely, via our IT portal.

Clients get a perfORM logo to use on marketing materials, website etc.