- 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.