Allocator On-Demand ODD

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

Investment Manager ODD Therapy

Consultancy to Investment Managers wishing to successfully pass institutional operational due diligence reviews

ODD Report Solution

A pragmatic solution to the management of multiple inbound due diligence requests

Service Provider Due Diligence (Vendors)

Assisting Investment Managers with their need to select, monitor and improve the services they receive from service providers

Enhanced Background Checks

Individual and entity level background checks (initial and ongoing monitoring) are included in our Allocator On-Demand ODD services and are also available on a standalone basis

INVESTMENT MANAGER ODD THERAPY

SERVICES

Consultancy to Investment Managers wishing to successfully pass institutional operational due diligence reviews.

perfORM helps Investment Managers become ‘ODD-ready’ and successfully raise and retain assets from Allocators.

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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