In the wake of the 2008 financial crises, the world has moved towards a more sophisticated approach to investing. Most investors now have at least a fundamental understanding of the need for a due diligence program. At the same time, the universe of investment products has become infinitely more complex. In addition to the monumental increase in the sheer number of products coming to market and closing in recent years, regulatory changes and innovative product development have created an atmosphere wherein even public funds – mutual funds and exchange traded funds (ETFs) – are no longer immune to the need for in depth due diligence analysis. Additionally, private funds are describing and benchmarking themselves more and more creatively in an effort to accumulate assets under management (AUM).

It is no longer sufficient to allocate capital based solely on investment strategy, past performance and stated liquidity terms. Investors, in good faith, must understand the appropriateness and risks of the actual product (fund or account) as a vessel for its strategy and liquidity terms; additionally, operational risks and investor rights matter now more than ever before.

ISC’s senior management has reviewed over 2,000 managers in their professional experience.  We help investors source, analyze, assess, invest in, monitor, and terminate investments in managers.

When reviewing products and managers for Client portfolios, ISC’s proprietary investment and operational due diligence program is focused on the individual allocation goals of our clients. Because we do not have financial relationships with investment managers or issuers, ISC’s research and recommendations are 100% independent. Let us show you how partnering with ISC can improve investment decision making.