Staying informed and up to date on the investments in your alternative investment portfolio is vital to managing a successful portfolio while also mitigating risk.
If you’re not currently receiving quarterly and annual updates on the alternative investments in your portfolio, and on the sponsors of those programs, you may have a blind spot that could result in trouble down the road. Buttonwood’s ongoing due diligence services include:
- Annual sponsor report updates
- Quarterly and semi-annual program updates
- Tracking and monitoring of specific programs and metrics
- One-off due diligence reviews of any alternative products
- Style-drift and current operating state to offering document reconciliation
- And much more