Understanding Investor Due Diligence

Jan 10 2012 | 5:17am ET

Original publication date: Jan 10, 2012
Author(s): Patrick J. McCurdy, Merlin Securities

This article and the related white paper, which are based on numerous conversations with investors, seeks to identify and describe the components of a professional due diligence process—from simple annual return figures to detailed attribution analysis. The end goal is to provide a basic roadmap that can help fund managers understand the depth and breadth of this process and ultimately to help them achieve their fundraising goals.

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