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Emerging Manager Trends in Operational Due Diligence (Webinar Replay)

By Amanda Daly | Tuesday, September 19th, 2017

Today’s emerging managers face a number of challenges: fierce competition and demanding investor expectations tops among them. With operational due diligence processes evolving rapidly, how can emerging managers differentiate themselves and make an impression on suspecting investors?

During a recent webinar, speakers from Eze Castle Integration and EisnerAmper discussed the current environment for emerging managers and examined the following topics:

Key Qualities Investors Look For

  • Pedigree

  • Investment Process

  • Risk Management

  • Performance

Red Flags for Emerging Manager Investors 

  • Dishonesty

  • Belligerence

  • Incompetence

Investors IT Expectations

  • Disaster Recovery and Business Continuity Planning

  • IT Security Policies & Access Controls

  • Audits, Assessments & Certifications

  • Policies, Plans & Procedures + Employee Training

  • Vendor Risk Management

  • Systems, Network & Infrastructure Overview

Why Firms Look to Outsource

  • Scalability

  • Lack of Internal Resources

  • Cost Reduction

Get more insight into these ODD observations by listening to the full 40-minute replay here or below. 

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