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.
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Operational Due Diligence
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Insights
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.