Research & Due Diligence
It can be challenging to stay abreast of ever-expanding investment products and regulatory changes, so we employ arguably one of the most highly regarded research and due diligence groups in Asia to review managers before services are offered to our clients.
This team of experts closely analyse philosophies, investment selection processes, performance and personnel and then delivers comprehensive due diligence reports that are continually updated that help our clients confront these challenges and provide opportunities for investment growth.
Our clients benefit from their experience to help provide them with sound, informed, safe and profitable investment recommendations.
We investigate the top research and business priorities for major wealth management platforms and explore deep due diligence techniques to gain insights into how investor demand shapes the investment agenda and how the selection and due diligence process has fundamentally evolved with the explosion of alternative investment vehicles.
The research process will filter out products by features, function, cost and due diligence and, at its most simplest, study a company's history, verify details of the legal entity, structure, financial capacity, staff turnover rates and disaster recovery plans.
We also scrutinise and review performance relative to appropriate benchmarks on a regular basis and carry out on-site due diligence meetings with key personnel to review all aspects of the company organisational infrastructure.