ORC provides independent Investment Due Diligence (“IDD”) solutions to asset allocators to support their internal investment committee investment decision making process, delivering objective assessments that enhance oversight and governance of external managers. Our assessments focus on the strength of a manager’s strategy, the quality of its team, and the sustainability of performance.
We combine quantitative analysis with qualitative insight to evaluate both risks and opportunities. Our IDD process spans the full range of liquid and illiquid asset classes, with particular expertise across private markets.
Our IDD process supports clients’ internal investment decisions by providing independent analysis of managers’ strategies, performance drivers, and risk factors.
This supports allocators better understand potential misalignments or risks at an early stage, supporting their oversight and governance responsibilities.
ORC’s reports are structured for investment committees and senior decision makers, clearly presenting risks and key data to support governance, oversight, and fiduciary requirements.
We assess fee structures, GP commitments, and investor protection mechanisms, to provide transparency on the alignment between managers and allocators.
This enhances our clients’ ability to assess whether terms are consistent with market standards and governance expectations.
We act in our clients’ interests, ensuring our analysis is independent and conflict-free. Our independence allows us to challenge managers directly, giving clients a clearer view of real risks and opportunities.
Our team has conducted due diligence on hundreds of managers globally, spanning all asset classes. This breadth of experience ensures that our insights are relevant across strategies and geographies.
By combining IDD and ODD, ORC can provide clients with a holistic view of both investment and operational risks. This integrated perspective helps clients gain a comprehensive understanding of potential risk dimensions across their portfolios.
We review managers’ historical performance. This allows us to distinguish between results driven by repeatable processes versus market conditions, providing transparency around consistency across cycles
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We evaluate sourcing approaches, investment processes, and governance practices to assess whether managers demonstrate a repeatable and disciplined framework aligned with expected standards.
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ORC assesses a manager’s investment team, decision-making processes, and succession planning. We identify key-person dependencies and assess whether the team has the depth and stability to deliver long-term results.
Our analysis of fund governing documentation, key person clauses, and commercial considerations allows ORC to benchmark these against peer practices, helping clients assess whether terms are consistent with prevailing market norms.
ORC does not provide investment advice, make investment recommendations, or solicit the purchase or sale of any securities, funds, or investment products. All assessments and materials are intended solely to provide independent analysis and support clients’ internal investment decisions and governance and oversight processes. ORC is not authorised or regulated by the Financial Conduct Authority (FCA) or any other financial services regulator.
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