Due Diligence Reports for Tactical Strategies
Kettera Strategies offers research and due diligence service that provides institutions, fund of funds, RIAs, family offices, foundations and endowments with our qualitative and quantitative managed research reports to better understand and evaluate managers and to assess whether a specific manager meets the investor’s particular investment criteria.
SUBJECT AREAS COVERED
Utilizing our team’s background in conducting manager due diligence and third-party checks, our analysts generate in-depth reports that adhere to a strict and consistent reporting methodology. This allows straightforward qualitative and quantitative comparisons of multiple managers and ensures coherence within the reports, regardless of location of the program, type of strategy or the analyst writing the report.
Each report covers a wide range of topics, both qualitative and quantitative, including:
ABOUT THE MANAGER
- Manager History Organizational & Decision-making Structure
- Operational Structure
- Business Stability
- Risk Management
- Legal and Compliance
- Conflicts of Interest
- Human Resources
- Service Providers & Operational Partners
ABOUT THE PROGRAM
- Basic Overview
- Reliability of Track Record
- Instruments Traded and Liquidity of Instruments
- Risk Management – Program Specific
- Fees, Hidden Fees & Costs
- Reporting & Transparency
- Use of Leverage
- Independent Verification
- Reconstruction of monthlies using daily P/L
- Linear Regression of Returns – Main Drivers/Factors
- Value Added vs Peer Strategies
BENEFITS TO PARTNERING WITH KETTERA ON RESEARCH
- We provide an institutional grade second opinion and independent view on managers and associated operational investment risks
- We provide institutional grade operational due diligence services and cost effective manager due diligence reports
Please contact us to discuss your requirements. Our reports are often generated within 4 to 6 weeks.
Please contact us at firstname.lastname@example.org or call +1-312-757-5001 (US office) for more information and pricing details.