Strategic Review and Validation of Investment Processes

Our strategic process review service is designed to provide clients with an external/third party validation of their investment philosophy, process, security diligence, risk management, portfolio construction and risk-adjusted performance outcomes within the context of industry landscape and asset class dynamics. The strategic analysis is performed across traditional and alternative asset classes and includes financial and  extra financial dimensions.

In delivering this service, our team brings together decades of industry experience, cutting-edge due diligence framework and forensic evidence to deliver unparalleled insights on the drivers of active management process.

The findings from this strategic analysis is typically summarised in a detailed report. Key insights and takeaways are presented to major stakeholders in an interactive forum.