Analysis of Three Emerging Trends in Limited Partner Operational Due Diligence

IF 0.4 Q4 BUSINESS, FINANCE Journal of Alternative Investments Pub Date : 2019-12-31 DOI:10.3905/jai.2019.1.085
Jason A. Scharfman
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Abstract

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
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有限合伙人经营尽职调查的三个新兴趋势分析
本文分析了对第三方基金经理进行操作尽职调查(ODD)审查的投资者中出现的三个关键趋势。第一个趋势是ODD审查范围的扩大。第二个趋势是ODD审查的深度扩大。第三个趋势是ODD和调查尽职调查程序的整合。关键发现•运营尽职调查继续受到投资者和基金经理的更多资源和关注。•投资者越来越多地将运营尽职调查和调查尽职调查流程结合起来。•随着基金运营的复杂性增加,投资者越来越多地进行更频繁、更严格的运营尽职调查审查。主题:法律/监管/公共政策
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来源期刊
CiteScore
1.50
自引率
14.30%
发文量
40
期刊介绍: The Journal of Alternative Investments (JAI) provides you with cutting-edge research and expert analysis on managing investments in hedge funds, private equity, distressed debt, commodities and futures, energy, funds of funds, and other nontraditional assets. JAI is the official publication of the Chartered Alternative Investment Analyst Association (CAIA®). JAI provides you with challenging ideas and practical tools to: •Profit from the growth of hedge funds and alternatives •Determine the optimal mix of traditional and alternative investments •Measure and track portfolio performance •Manage your alternative investment portfolio with proven risk management practices
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