Emerging Manager Trends in Operational Due Diligence (Webinar Replay)

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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