Details

Category: Management

Due Diligence

The key to building any successful portfolio is thorough due diligence and intelligent manager selection. Alpha Strategies screens and analyzes potential investments across all asset classes. We support our clients by providing objective advice and expertise. Our due diligence includes both quantitative and qualitative criteria. Quantitative factors include past returns, risk exposures, asset correlations, liquidity, leverage and other historic data. Qualitative factors include strategy assessment, character evaluation, risk management policies, operational infrastructure and fund term comparisons. We also verify service providers and conduct background checks on fund principals inquiring about current/past litigation, regulatory compliance and conflicts of interest.