Industry Updates

SwissAnalytics announces due diligence service at $3k per fund

Wednesday, May 05, 2010

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Opalesque Industry Updates - Due Diligence provider SwissAnalytics announces a new service offering which will provide investors with cost-effective analysis of alternative investment funds.

The “SwissAnalytics Silver Due Diligence” service is based on a light-weight version of its premium hedge fund due diligence framework (“Gold” service), and is designed to provide investors with increased transparency and a sound overview of core weaknesses and shortcomings at an affordable price.

Because of the traditional costs of due diligence, even institutional investors typically wait until they are relatively comfortable with a fund before they invest in diligence. With the Silver Due Diligence service, SwissAnalytics offers clients the opportunity to push due diligence forward in their investment allocation process and increase their in-house efficiency. By doing so, allocators can sort out problem funds before they have spent significant time and resources on the fund strategy and getting to know the manager.

As a part of this service, SwissAnalytics assesses funds across 100 unique risk factors in categories such as risk management, compliance, business stability, human resources and conflicts of interest, among others.

The Silver Due Diligence service also aims to fill a long-standing gap for small- to mid-sized alternative investors whose target allocation sizes are too small to justify the higher full-scale due diligence and onsite operational reviews which are offered through services such as SwissAnalytics Gold Due Diligence.

Marc Enzler, CEO of SwissAnalytics, asserts that the service is made feasible “by focussing on core problem areas in combination with a rigorous straight-thru-process and extensive knowledge and experience in due diligence, risk mitigation and industry best-practices.”

Enzler adds: “There is a tremendous amount of knowledge that we can transfer to our clients through our Silver Due Diligence service. It can be used to pre-screen funds, provide additional transparency, quickly identify yellow and red flags and altogether help our clients avoid regrets in their alternative investment portfolios.”

Turn-around time on a Silver Due Diligence report is approximately 2-3 weeks, and the service is available to clients for only SFr. 3,000 per fund report.

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