INVESTMENT MANAGER ODD THERAPY

INVESTMENT MANAGER ODD THERAPY

SERVICES

ODD Healthcheck for Investment Managers wishing to successfully pass institutional operational due diligence reviews.

perfORM helps Investment Managers tune-up and become ‘ODD-ready’ in order to successfully raise and retain assets from Allocators.

To download our service summary, click below 

INVESTMENT MANAGER ODD THERAPY – SUMMARY

BENEFITS

Our ODD Therapy service includes:

  • An onsite ODD review (this can be performed virtually, depending on client preference);
  • A review of core ODD-related documentation in advance of the virtual on-site;
  • Desk-based review and interviews, at both Investment Manager and fund level, across key operational pillars;
  • Real-time verbal feedback and guidance on areas for improvement;
  • An memo highlighting key findings; and
  • Phone consultations to address ODD issues and queries arising between annual reviews.

HIGHLIGHTS

  • Helping Investment Managers to be ‘ODD-ready’ to successfully raise and retain assets from Allocators
  • Demonstrating a willingness by the Investment Manager to achieve, and maintain, operational best practice
  • Consultancy services range from internal control and documentation review, role play and priorities for action

Co-heads of perfORM, Quentin Thom and James Newman, have developed their approach and expertise through many years of operational due diligence and risk mitigation at some of the largest global financial services firms.

Now considered a leader in the field of operational due diligence, perfORM’s large and rapidly-growing coverage of Investment Managers/Funds and Service Providers has been built by an ever-increasing team of experienced ODD consultants, whose aim is to allow Allocators to make well-informed decisions.

For Investment Managers, this means understanding the key operational due diligence findings that influence the decisions of Allocators.


Let’s Talk

We’d love to help with your ODD requirements

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