How Often Should ODD Be Refreshed? A Practical Framework
Most allocators do a full ODD review every 12 to 36 months, but the right cadence depends on risk. Here's a practical five-step framework for deciding how often to review each manager.
What AI Actually Changes About the DDQ (and What It Doesn't)
AI is transforming DDQ workflows, but it doesn't change what a questionnaire actually is: self-reported data. Here's where the line falls, and what to ask before adopting an AI-assisted tool.
From RFP to Ongoing ODD: Closing the Monitoring Gap
RFP rigour rarely survives past manager selection. What a robust RFP process looks like, and how to close the monitoring gap that opens once it's over.
Media Monitoring as an ODD Signal: What to Watch For
Reputational signals move faster than annual reviews. Here's what real-time media monitoring should catch in operational due diligence, and why.
Financial Statement Red Flags: An Operational Due Diligence Perspective
Audited financial statements are one of the richest, most under-used sources of insight into a manager's financial health. Here's what actually predicts stress, and how financial analysis fits within a broader operational due diligence framework.
Why Cyber Risk Belongs in Operational Due Diligence
Cyber risk is still treated as an IT checkbox in operational due diligence. Here's why it needs to be a continuous monitoring signal.
ODD Is More Than Questionnaires
Most investors and allocators would struggle to name the last time a due diligence questionnaire predicted a fund manager's operational failure.
Common Operational Red Flags Investors Miss in Due Diligence
Operational failures rarely come with warning signs until you know what to look for.
The Hidden Costs of Spreadsheet-Based Due Diligence
For decades, spreadsheets have been the default tool for operational due diligence. But the costs of this approach are becoming impossible to ignore.
Top 5 Things Investors and Allocators Should Look for in Technologies Streamlining Operational Due Diligence
Our work at the intersection of institutional risk and market infrastructure has shown us what makes ODD technology truly impactful.