Diligence Ratings & Research

We bring together our data driven forensic capabilities and experience human insights to provide a range of diligence solutions. These include Investment Diligence, ESG Diligence, OPS Diligence and Risk Diligence across most major asset classes.

Bespoke research solutions are tailored for super funds, dealer groups and family offices and can include forensic research, Due Diligence, ongoing performance and monitoring services. 

Investment Diligence Service

Provides regulatory compliant research on financial products. These include open-ended funds, ETFs, ETPs, SMAs and LICs across all traditional and non-traditional asset classes. Click here to read more.

ESG Diligence Service

Provides leading diligence on thematic and impact related funds that are looking to deliver on financial and extra-financial outcomes. 

OPS Diligence Services

Provides comprehensive due diligence on operational capabilities of fund companies and products issuers.

Risk Diligence Services

Provides forensic risk analysis on portfolios and strategies. This analysis is best suited for investment fiduciaries and trustees. 

Foresight Diligence Approach

Foresight diligence process optimally blends a combination of Qualitative and Quantitative drivers to assess sustainable competitive advantage in active investing. Foresight’s blended approach combines experienced human insights with data-driven forensic insights to deliver high-quality diligence solutions to investors. Our competitive edge is the disciplined application of behavioural and data science to improve decision-making process of investors, fund buyers, and fund sellers. Independent proprietary research drives our research effort. Foresight’s proprietary 360-degree approach to industry intelligence allows the firm to isolate unique and leading perspectives on the local market trends.

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Foresight Qualitative Factors

  • Business (Culture, Ownership Structure, Governance)
  • Product (Objective, Cost, Shorting, Turnover)
  • Investment (Philosophy, Capital Allocation, Risk Control)
  • Operations (Resourcing, Governance, Compliance)
  • Sustainability (ESG and SDGs)
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Foresight Forensic Factors

  • Risk Adjusted Returns
  • Style and Factor Biases
  • Performance Attributions – Factor-based and Brinson Asset grouping methods
  • Risk Attributions – Factor-based and Risk Model-based methods
  • Skill-based Alpha Analysis

Individual Fund Research

We dissect manager performance, fundamental and quality drivers to determine if investing outcomes are driven by “skill” or “luck” and whether they are “true to label”. The research includes:

  • Performance diagnostics – decomposed into the market, sector, style factors, and stock selection decisions
  • Style and factor analysis – shows where assets are invested relative to the distribution of the market and/or the benchmark
  • Risk diagnostics – relative to the benchmark, currency, market, sector, style allocation and stock selection as well as individual stock level risk attributions
  • Active advantage, peer comparison, and benchmark comparison

 

Market research and insights

We provide research on various asset classes such as fixed income, equity, infrastructure, real estate, and many more. Our research focuses on:

  • Risk diagnostics and characteristics
  • Past asset class performance
  • Performance relative to other asset classes
  • Active and competitive position of top funds or your fund