Diligence Ratings & Research
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.
Our Diligence Services
Comprehensive research and rating services to assess sustainability and consistency of active returns
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. Learn more about our investment ratings →
ESG Diligence Service
ESG Analytics provides leading diligence on thematic and impact-related funds that are looking to deliver on financial and extra-financial outcomes. Our sustainability and impact measurement tools incorporate UN-supported Principles of Responsible Investing (UNPRI) and Sustainable Development Goals (SDGs).
OPS Diligence Services
Provides comprehensive due diligence on operational capabilities of fund companies and products issuers. This service is essential to ensure effective governance, compliance and resource management to safeguard the interests of investors.
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.
Foresight Qualitative Factors
- Key Attributes (Ownership Structure, Governance)
- People – (Portfolio, Cost, Risk and Succession)
- Investment Philosophy (Conflict Mitigation, Key Drivers)
- Process (Investment Research, Portfolio Construction, Risk)
- Sustainability (ESG and SDGs)
Foresight Forensic Factors
- Risk Adjusted Returns
- Style and Factor Biases
- Performance Attribution – Factor-based and Risk-Peer Analysis
- Tail Risk Analysis and Risk Multiples
- Risk/Return Relations – Factor and Risk Multi-level analysis
- Versatility Relative Scoring
Explore Our F360 Investment Research Platform
Discover our comprehensive suite of tools: fundamental performance reports, functional research on quantitative and qualitative drivers, risk-return drivers, portfolio diversification reports, factor-based scenario stress-testing comparisons, our research opinions, and more.
Click here to register!What is Financial Due Diligence, and why is it required for research?
Financial Due Diligence Overview
Financial Due Diligence involves in-depth research and analysis of various financial products, including open-ended funds, ETFs, ETPs, SMAs, and LICs. This process ensures regulatory compliance and assists investors in making informed decisions, understanding risks, and optimizing returns. Learn more about our investment ratings.
ESG Diligence for Impact Investors
ESG Diligence Services focus on assessing thematic and impact-related funds, aligning financial and extra-financial goals. By providing leading diligence on environmental, social, and governance factors, this service aids investors in achieving sustainable financial returns while making a positive impact.
Operational Due Diligence Importance
OPS Diligence Services offer comprehensive due diligence on the operational capabilities of fund companies and product issuers. This is essential for ensuring effective governance, compliance, and resource management, ultimately safeguarding the interests of investors. Contact us for more information.
Risk Diligence for Portfolio Management
Risk Diligence Services provide forensic risk analysis on portfolios and strategies, catering to the specific needs of investment fiduciaries and trustees. This analysis helps in identifying and managing potential risks, ensuring the overall health of investment portfolios.
Foresight's Unique Diligence Approach
Foresight's Diligence Approach combines Qualitative and Quantitative drivers, utilizing experienced human insights and data-driven forensic insights. This distinctive blend, along with a 360-degree industry intelligence approach, ensures a sustainable competitive advantage in the active investing landscape.