Operational failures - ranging from inadequate cybersecurity defences to governance breakdowns - pose significant risks to institutional portfolios. This means that proactive operational due diligence (ODD) must now play a crucial part at every stage of the investment lifecycle, from initial manager selection through to ongoing monitoring and oversight.
Operational Due Diligence: A Playbook for Asset Owners and Allocators helps you navigate the evolving ODD landscape, with industry insights that will help you to identify, assess, and monitor emerging risks in your portfolio of counterparties.
Fill out the form to access the playbook
Operational Due Diligence
Automate your operational due diligence with Orbit Risk technology.
Get ongoing monitoring of your investment managers, track adverse media, and receive cyber risk alerts as they happen.
Insights
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.