Page 77 - DCAC December 2024 Files
P. 77
Managing a Prudent Due Diligence Process
Monitor and Supervise
• Investment manager due diligence is an ongoing process.
• Manager Score Card
• Quantitative analysis:
– Performance reporting.
• Peers, benchmarks, risk-adjusted.
– Fees & expenses compared to peers.
– Assets, manager tenure, etc.
• Qualitative assessment of managers.
• Share class reviews
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