Automated investment manager monitoring
Ongoing monitoring
Get personalised alerts customised to your investment portfolio and interests.
Financial statement analysis
Our dashboards, with trend analysis and red flags, deliver qualitative and quantitative monitoring of your external fund managers.
Entity profile
Our entity profile dashboard centralises your view of an investment manager's operational profile, highlighting key strengths, weaknesses, and areas for improvement.
High-quality, real-time data
Orbit RiskOur automated Orbit Risk platform and managed services team delivers:
- Questionnaire-based, red-amber-green (RAG) assessments.
- Proprietary cyber risk evaluations.
- Curated news feeds and alerts for in-scope entities.
- Analysis of fund and fund manager financial statements.
- Entity-level profiles, showing engagement, assessment results and next actions.
Learn more
Our automated Orbit Risk platform and managed services team delivers:
- Questionnaire-based, red-amber-green (RAG) assessments.
- Proprietary cyber risk evaluations.
- Curated news feeds and alerts for in-scope entities.
- Analysis of fund and fund manager financial statements.
- Entity-level profiles, showing engagement, assessment results and next actions.
Orbit Diligence Orbit Diligence is a simple, centralised due diligence hub.
- Access a full database of managers, funds, direct investments and other counterparties.
- A secure document depository.
- Real-time, collaborative communication for stakeholders.
- Automated, and flexible functionality for DDQs and RFIs.
- Analyse and prioritise risk.
- Intuitive vendor management (for onboarding/offboarding and RFPs).
- Manage and resolve issues with counterparties efficiently.
Learn more
Orbit Diligence is a simple, centralised due diligence hub.
- Access a full database of managers, funds, direct investments and other counterparties.
- A secure document depository.
- Real-time, collaborative communication for stakeholders.
- Automated, and flexible functionality for DDQs and RFIs.
- Analyse and prioritise risk.
- Intuitive vendor management (for onboarding/offboarding and RFPs).
- Manage and resolve issues with counterparties efficiently.
Orbit SecurityOrbit Security addresses increasing supply chain risk, allowing you to monitor both your own cybersecurity posture and that of your third parties.
- Continuously monitor third parties with automated security ratings, questionnaires and proactive escalation of issues.
- Set alerts to see when your critical service providers are exposed.
- Grant access to their IT security teams, allowing them to engage with assessment and improve their score.
- Generate regular reporting for your board, regulators and other stakeholders to demonstrate thorough, proactive oversight.
Learn more
Orbit Security addresses increasing supply chain risk, allowing you to monitor both your own cybersecurity posture and that of your third parties.
- Continuously monitor third parties with automated security ratings, questionnaires and proactive escalation of issues.
- Set alerts to see when your critical service providers are exposed.
- Grant access to their IT security teams, allowing them to engage with assessment and improve their score.
- Generate regular reporting for your board, regulators and other stakeholders to demonstrate thorough, proactive oversight.
Enhanced operational due diligence
Centralised data
Get instant access to all your data, optimising due diligence outcomes.
- Real-time tracking of completion rates and projects.
- Standardised evaluation with greater control over your data.
- Teams can communicate in-platform.
Automated, flexible workflows
Streamline your DDQ, RFI and RFP processes.
- Access a library of industry-standard and customisable questionnaires, or add your own.
- Keep up with regulatory changes and identify new risks.
- Use ongoing monitoring and question tags to mark items for further review or action.
Efficient and cost-effective
Automated due diligence processes and centralised data management increase efficiency, reduce errors and save money.
- Faster, more accurate reporting and decision-making.
- Better control over your data environment.
- Accurate and clear reporting to decision-makers.
- Rapid progress on mission-critical projects.
Find out more
Our experts
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.