ALLOCATOR ON-DEMAND ODD

ALLOCATOR ON-DEMAND ODD

SERVICES

Solving the conundrum of meeting regulator and Allocator expectations for better operational risk assessments whilst delivering at an affordable price point.

High profile cases including Woodford, H2O, GAM, Madoff, Archegos and Greensill have turbocharged the need to carry out robust and independent ODD.

perfORM provides Allocators with unique, cost-effective support that fuses expert ODD with technology, to produce a superior third party operational due diligence solution across private equity and credit, real estate, infrastructure, hedge funds, digital (crypto) assets, direct lending and long only.

BENEFITS

perfORM offers Allocators ODD support that addresses:

  • The need for flexibility in the scope of work – our clients tell us they have different needs and priorities depending on their circumstances;
  • The need for an expert-led, technology-enabled ODD service at a competitive price point.

To achieve this:

  • We offer an ODD service based on rigorous and independent reviews of operational risks;
  • We apply a broad and deep question bank developed over more than 12 years to complete a qualitative and quantitative review;
  • We provide a summarised ODD report on the Investment Manager and/or investment vehicle(s), providing our client with core data and high and medium risk observations to facilitate informed decision-making.

HIGHLIGHTS

  • Allocators choose the scope of work, from full ODD to a “light” review and full outsource to co-source
  • Clients benefit from access to our experienced team
  • We offer flexible Initial and Monitoring ODD on Investment Managers/Funds

Let’s Talk

We’d love to help with your ODD requirements

Tell us a little about your project and we’ll show you why we were voted Best Global Independent ODD Service Provider 2022.

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