Outsource your investment or operational due diligence reports
We conduct investment and operational due diligence on the investment opportunities we find and make these reports available to clients or prospective clients upon request. If an investor has a particular investment opportunity they are interested in, we can conduct the due diligence and provide them with the appropriate due diligence report. While we have our standard reports, we can easily tailor the reports to our clients' needs. Please contact us for further details.
Investment due diligence reports
ARP’s investment due diligence reports are in-depth reports written by our specialist investment research team. In our due diligence, we do our utmost to see through the marketing spiel, and look under the bonnet to really understand the investment opportunity's processes and what is really driving the returns. We also drill into the potential risks, dedicating time and resources to uncovering any risks which may not be initially evident. For some of the novel, niche or complex strategies we cover, we produce a detailed summary of the strategy itself.
The first few pages of our investment due diligence reports provide an opinionated summary of all the key aspects, including strengths and risks, that need to be considered when making an allocation to that particular opportunity. The rest of the report covers a wide range of areas including:
- Business (Corporate Background, People, Alignment of Interests, Assets Under Management, Client Profile)
- Investment Strategy (Market Opportunity, Investment Philosophy, Investment Strategy and Process)
- Portfolio Construction and Risk Management
- Performance and Peer Analysis
Please contact us for a sample report or to learn more about our investment due diligence services.
Operational due diligence reports
We find that a number of investors may have an internal investment team, but lack an operational team. As fraud and other operational risks are often the key factors in the demise of an investment opportunity, investors can limit the downside by outsourcing their due diligence to ARP’s specialist operational team.
Our operational due diligence reports are much more than a box ticking exercise. The reports include detailed insights in the following areas: Organisational Structure, Reporting, Trade Flows & Systems, Cash Management & Controls, Documentation & Custody, Pricing, Administrator, Business Affiliates and Key Service Providers, Regulatory/Statutory, Legal and Compliance, Business and Operational Risk and Audit.
Please contact us for a sample report or to learn more about our operational due diligence services.