Ongoing Due Diligence

  • Our Ongoing Due Diligence processes are designed to provide a conduit for the product sponsor to disseminate key updates and ongoing investment program information while concurrently providing the wealth manager with a consistent third-party source of vital ongoing information.
  • Ongoing due diligence coverage is increasingly becoming a must-have for wealth managers, especially those who need to justify ongoing asset management fees on semi-liquid or illiquid alternative investments.  
  • Ongoing due diligence is available in Tier I and Teir II coverage depending on the needs of the product sponsor and wealth manager.