INVESTMENT PLATFORM
INVESTMENT PLATFORM
DUE DILIGENCE
INVESTMENT INTELLIGENCE
THOROUGH. INFORMED. CUSTOMIZED.
Alfinas advisers offer an independent and confidential due diligence (DD) service fully customized to investors’ objectives, criteria, methodologies and tools. Our due diligence service is designed to respond to investors’ needs of lean reporting and help fund managers understand their own operational gaps. By focusing on both the buy-side and sales-side risks, we deliver a complete review and effective DD analysis.
FOR INVESTORS
To facilitate investment decisions and deal sourcing.
FOR FUND MANAGERS
To meet an ever-higher Due Diligence bar.
Strong due diligence helps asset owners realize greater synergies and paves the way for a smoother transaction process.
Alfinas advisers evaluate and select external fund managers in a multi-phase process based on qualitative and quantitative analysis,
Engage Alfinas Advisers to conduct DD reviews on certain or all of your alternative investment funds. Following a variable cost model, and ensuring independent DD opinions, investors can engage Alfinas advisers:
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to conduct DD cheks on their current investment managers.
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to conduct DD procedure on potential investment targets
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to manage RFP's, RFI's and Discovery process.
Today’s fund manager has to face hard competition for investor capital to maintain or build a stable and steadily growing asset base.
Conducting formal due diligence on asset managers is a requirement for private and institutional allocators. Outsourcing this function provides independent advice and saves the allocator from having to conduct an SD process from scratch
Alfinas Advisers provides DD review services for fund managers, which they can provide to their underlying fund investors. The process and report are the same as the investor mandated DD review, enabling both managers and investors to save significant time and money. reviewing products and managers for
DUE DILIGENCE SERVICES
MANAGER SELECTION FOUR STAGE PROCESS
Our core strength is a thoughtful, systematic approach to evaluating and selecting investment managers. We follow a defined process to identify, assess and monitor the practices and performance of the managers and we’re constantly looking for ways to improve this process.
ENHANCE YOUR DUE DILIGENCE PROCEDURE.
OUR MARKET INTELLIGENCE KEY PRINCIPLES
01.
We look behind headline numbers.
Most managers in the top quartile have similar performance.
What distinguishes one portfolio management team from another is its performance, thought process and ability to remain disciplined.
Our manager sourcing goes well beyond looking at historical performance.
02.
We ask the right questions.
Qualitative ones to get beneath the surface and identify their competitive advantages and key risks. These interviews are conducted over various mediums to obtain valuable and exclusive insights. We look to understand the culture of the firm and be ready to ask bold questions that require thoughtful answers and listen methodically.
03.
We don't overlook emerging talent.
As investors seek new sources of return, it is increasingly recognized that many of these alternative sources of return come from smaller, emerging, and diverse managers who can pursue growth opportunities with fewer constraints and more flexibility than larger, established asset managers. Our sourcing policy aims to identify these emerging and promising talents to complement the broader portfolio.
ALFINAS LEADS ALL ASPECTS OF THE DUE DILIGENCE PROCESS
OUR 5 DUE DILLIGENCE COMMITTEES
The process examines the strategy and portfolio’s characteristics, comparing the numbers over time, and benchmarking them against competitors to assess an investment's potential in terms of growth.
INVESTMENT DD
Focus on assessing the critical risks and the degree to which they have been mitigated with resources, control and management processes.
RISK DD
Review business strategy, Ensure compliance with relevant accounting rules and policies.
FINANCIAL DD
The process covers nine distinct aspects of an investment management company to be considered by an ODD review.
OPERATIONAL DD
Design bespoke investment pages for public and private phases incorporating key terms, hosting of offer documentation, ISA for UK taxpayers and investor FAQs
ESG / IMPACT DD
Investing involves risks to your capital and returns are not guaranteed. Investing should be done only as part of a diversified portfolio. The value of the tax reliefs referred to on this website will depend on personal circumstances. Past performance is not a reliable indicator of future performance. Tifosy is not permitted to advise you in relation to any investment and you are recommended to seek independent financial advice when considering any investment.
DISCLAIMER
© 2022 BY ALFINAS CONSULTING LTD ALL RIGHTS RESERVED.