Investment Due Diligence

A$5,000
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This is a soup-to-nuts review of an actively managed investment product of your choice, whether it be a mutual fund, hedge fund, private equity fund, real estate fund, it doesn't matter. If it offers a net asset value on a quarterly basis or greater, we can give you a deep-dive assessment of its investment merits. We will review all the fund's documentation, interview the manager, conduct reference checks with our vast network and synthesise all of the information in a usable document you can take away and reference for years to come.

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A 10-20 page Investment Due Diligence document following the guidelines set forth in our Template, available separately.

What is the competitive offering for a given fund?
Should you invest?
Who are the competitors?
Are there better options available?
What factor profile does the fund exhibit?
Will it improve my overall portfolio?
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A$5,000

Investment Due Diligence

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