Analysis of Three Emerging Trends in Limited Partner Operational Due Diligence

This article analyzes three key trends that have emerged among investors performing operational due diligence (ODD) reviews on third-party fund managers. The first trend is an increase in the scope of ODD reviews. The second trend is an expansion of the depth of ODD reviews. The third trend is a mov...

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Bibliographic Details
Published inThe journal of alternative investments Vol. 22; no. 3; pp. 24 - 32
Main Author Scharfman, Jason
Format Journal Article
LanguageEnglish
Published London Pageant Media 01.12.2020
Subjects
Compliance
Due diligence
Experts
Hedge funds
Investment advisors
Investors
Private equity
Responsibilities
Risk factors
Scandals
Subject specialists
Trends
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Summary:This article analyzes three key trends that have emerged among investors performing operational due diligence (ODD) reviews on third-party fund managers. The first trend is an increase in the scope of ODD reviews. The second trend is an expansion of the depth of ODD reviews. The third trend is a movement toward integration of ODD and investigative due diligence processes. Key Findings • Operational due diligence continues to receive more resources and attention from both investors and fund managers. • Investors are increasingly integrating the operational due diligence and investigative due diligence processes. • Investors are increasingly performing more frequent and rigorous operational due diligence reviews as fund operations have increased in complexity. TOPIC: Legal/regulatory/public policy
Bibliography:ObjectType-Article-1
SourceType-Scholarly Journals-1
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ISSN:1520-3255
2168-8435
DOI:10.3905/jai.2019.1.085