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Operational Due Diligence ReferenceHub

 

The digitization mandate

The digitization mandate

Digitization is shaping the alternative investment funds industry—but adoption is slow. Fund businesses that dawdle are missing opportunities to advance in the marketplace by cutting costs, accruing operational benefits, and most of all, satisfying investors (and potential investors) who have shown little patience for businesses that move slowly...

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Risk management 2017

Risk management 2017

Gauging risk sentiment among hedge fund investors is more art than science but there are some indirect signals that one can use to examine this. If one looks at total inflows into hedge fund strategies in 2016, a clear picture emerges: CTAs attracted USD26 billion in net inflows, in stark contrast to all other strategies, which suffered USD110 billion...

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Risk and Regulation in a Digitalized World

Risk and Regulation in a Digitalized World

This year, Risk and regulation in a digitalized world compares views at nearly 50 organisations of different sizes and styles. EY conducted one-to-one interviews, mainly between June and the end of 2017, under conditions of anonymity…

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At the Tipping Point

At the Tipping Point

Sweeping change has taken hold of the financial services industry: robotics and artificial intelligence (AI) are fundamentally changing the relationship that financial institutions have with end users...

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Alternative Investments

Alternative Investments: A Primer For Investment Professionals

The CFA Institute has prepared this very helpful primer, covering hedge funds, private equity, real assets and real estate...

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Mitigating Operational Risk

Understanding and Mitigating Operational Risk in Hedge Fund Investments

This Capco paper from March 2003 is, to many, the launchpoint for a more systematic approach to operational diligence. Studying 100 hedge funds failures, Capco found that 50% of failures related to Operational Risk...

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