Wed, Oct 1, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

SwissAnalytics announces due diligence service at $3k per fund

Wednesday, May 05, 2010
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.

Source

kb

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   

Banner

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Legal - Court throws out lawsuits related to Fannie Mae, Freddie Mac profits, Insider case by SEC is a step removed from Herbalife itself, SEC grants Citigroup waivers, easing hedge-fund curbs[more]

    Court throws out lawsuits related to Fannie Mae, Freddie Mac profits From WSJ.com: A group of Wall Street investors on Tuesday suffered a blow in their attempts to sue the federal government over their treatment of the shareholders of mortgage finance giants Fannie Mae and Freddie Mac af

  2. CalPERS’ move might alter hedge fund fees for good[more]

    Benedicte Gravrand, Opalesque Geneva: When CalPERS, the California Public Employees’ Retirement System, announced on September 15th that it was unwinding its hedge-fund portfolio, it was seen by many as is a significant blow to the sector’s appeal. The Fund is

  3. Opalesque Exclusive: Institutions eye private credit over traditional fixed income[more]

    Bailey McCann, Opalesque New York: Investing in private insurance, realty tax receivables, or investment-grade short-term accounts receivable may not spring to mind as a means of mitigating risk in a portfolio, but one firm, New York-based BroadRiver Asset Management is out to change all that. Th

  4. Short-term trading quant fund beats S&P since '09[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: A relatively new multi-strategy, market-neutral quantitative hedge fund has managed to outperform the S&P500 and the HFRX Global since 2009. New Jersey-ba

  5. Unconstrained bond funds: Where hedge fund strategies meet mutual funds[more]

    From CNBC.com: For all the talk and buzz around indexes, or passive investing, the next big thing for bond mutual fund investors may be strategies that are the exact opposite. The rapid growth of "unconstrained bond funds" has been thrust into investor spotlight given last Friday's stunning news tha