Initial manager screen
A focused first pass that identifies fit, obvious weaknesses, and the questions that require deeper work.
Research solutions · Hedge fund research and due diligence
Research infrastructure for institutional hedge fund investors.
Independent qualitative and quantitative research, designed to expand coverage, sharpen diligence, and give investment committees a clearer record for every decision.
Start with a wider lens.
Map strategies, regions, and manager profiles to establish the relevant opportunity set.
Manager intelligence · Strategy mappingResearch record
Documentation follows the full life of the investment.
The same structured record supports selection, onboarding, ongoing monitoring, and periodic re-underwriting.
Investment due diligence
Strategy, team, edge, portfolio construction, performance, and risk assessed in a consistent qualitative and quantitative framework.
Operational due diligence
Infrastructure, counterparties, governance, controls, service providers, and operational resilience examined independently.
Ongoing monitoring
Meeting notes, monthly investment monitoring, periodic operational review, and audited financial statement analysis maintain the record over time.
Flexible deployment
Built around the gap in your research function.
Research Solutions can operate as a recurring coverage program, a specialist workstream, or an independent layer inside an established process.
Capacity-constrained teams
Extend coverage without extending headcount.
Systematize recurring manager monitoring, operational reviews, and candidate screening so the internal team can spend more time on portfolio decisions.
International allocators
Add a US research arm on the ground.
Build a relevant US manager pipeline, conduct manager meetings and operational work, and bring local market context into an existing global process.
Operational-risk programs
Deepen the work behind the performance numbers.
Examine fund infrastructure, third-party providers, governance, and operational change through dedicated reviews and documented follow-up.
Established research teams
Add an independent research layer.
Pressure-test an internal thesis with peer analysis, manager intelligence, operational assessment, and a second, documented point of view.
Wealth management platforms
Build hedge fund coverage without building an internal research team.
Manager sourcing, investment and operational due diligence, ongoing monitoring, and reporting give advisors a documented research foundation for their clients’ hedge fund allocations.
Every engagement is scoped to the investor’s coverage universe, diligence standards, reporting cadence, and investment committee process.
Research with a defined job
Start with the decisions your team needs to support.
We will map the coverage gap, the evidence required, and the reporting cadence before defining the research program.