Diligence
Agents for manager research, due diligence, and investment analysis.
Investability Screen
A filter to confirm if a manager satisfies basic criteria before starting due diligence.
Multi-manager Screen
A structured analysis to compare managers across performance and risk dimensions.
Manager Research Meeting Prep
A comprehensive, structured analysis that summarizes and analyzes key investment considerations and prioritizes the critical discussion points for the manager interview.
Attribution Review
A cognitive overlay that interprets holdings-based analyses to decompose drivers of performance to assess breadth of alpha and differentiate likely skill from luck.
Guideline Checklist
Continuous review of manager compliance with stated investment guidelines and Investment Policy Statement (IPS) where appropriate.
Team Analysis
Comprehensive analysis of an investment team inclusive of background, experience, culture and decision-making effectiveness.
Investment Thesis
Comprehensive analysis highlighting the key decision points inclusive of weighting and portfolio fit considerations.
Tearsheet Generator
Prepare client collateral to share key manager characteristics and insights.
Returns Analysis
Verify and synthesize financial, legal, and operational data to accelerate business evaluations.