Not just another tick in a box: a progressive approach to ODD.
A pragmatic solution for Investment Managers and Service Providers, which engage perfORM to complete an ODD review.
The resulting ODD report will be available to all their chosen clients and prospects, significantly reducing the amount of time spent managing inbound due diligence requests.
In depth responses to extensive questions brings increased levels of scrutiny on the main operational ‘pillars’, including operational infrastructure, service providers, systems, people, governance, regulation, fund terms, trading, valuation and liquidity.
“We believe in operational excellence, doing things ‘the right way’ and holding ourselves accountable for delivering institutional-grade asset management. Working with perfORM to review our processes thoroughly is key to ensuring our investors have independent insight, understanding, and confidence in how we manage their assets. We appreciate the perfORM team’s forensic review of our documentation and processes and look forward to collaborating again” – Investment Manager ODD Report Solution client
To see a list of available ODD Reports and to request access, click below:
ODD REPORT SOLUTION – OUR CLIENTS
To download our one page summary, click below: