Empowering Informed Decisions in Alternative Investments
Arootah’s Outsourced Due Diligence
Navigate Complexity, Uncover Opportunities
Make confident choices backed by thorough research and analysis.
OUTSOURCED DUE DILIGENCE
INITIAL SCORING
DECISION MANAGER TOOL
Target Audience
Arootah’s Fund Allocation services are meticulously designed to meet the specific needs of Allocators to the hedge fund industry. Our target audience includes:
1. Family Offices
Both single and multi-family offices with diverse investment interests.
2. Institutional Investors
Entities like pension funds, insurance companies, and sovereign wealth funds.
3. Endowments and Foundations
University endowments and private charitable foundations.
4. High-Net-Worth Individuals
Individuals seeking diversified investment portfolios.
5. Fund of Funds
Entities investing in a diversified portfolio of alternative investment funds.
Each of these groups faces unique challenges and opportunities in resource allocation to alternative investments. Our services are tailored to provide strategic insights and tools, helping them optimize their investment decisions and achieve long-term objectives.
Due Diligence Services
In the intricate world of alternative investments, making informed decisions is paramount. Arootah’s Outsourced Due Diligence service is specifically designed to navigate this complexity with precision and depth. Tailored for allocators within the hedge fund industry, our service offers a comprehensive analysis of both investment and operational functions of Alternative Investment Funds. This rigorous evaluation process is not just about mitigating risks; it’s about uncovering opportunities and ensuring that each investment decision aligns with strategic objectives. Whether it’s for family offices, institutional investors, or fund of funds, our service is the cornerstone for those who seek to make investment decisions backed by thorough research and systematic assessment.
Arootah’s Outsourced Due Diligence service is designed to rigorously evaluate both investment and operational functions of Alternative Investment Funds. This service is particularly beneficial for:
- Family Offices and High-Net-Worth Individuals: Seeking to ensure that their investments are sound and well-vetted.
- Institutional Investors and Endowments: Requiring thorough analysis to meet fiduciary responsibilities.
- Fund of Funds: Looking for a comprehensive assessment to make informed investment decisions.
Methodology
Our approach involves the use of Arootah’s Decision Manager Allocation Tool, a sophisticated framework that applies a dual-level scoring system.
Initial Scoring
Funds are evaluated using carefully researched weighted criteria. Users can customize these criteria or utilize the pre-defined set provided by Arootah. The weighting for each criterion is determined by the user, followed by applying a rubric to score each fund.
Comparative Scoring
After narrowing down the funds, a second comparative scoring process is engaged. Each fund is ranked against others based on each criterion, refining the scoring and ensuring an accurate hierarchical arrangement.
Benefits
The Outsourced Due Diligence service offers several key advantages.
Fulfillment of Fiduciary Obligations
Funds are evaluated using carefully researched weighted criteria. Users can customize these criteria or utilize the pre-defined set provided by Arootah. The weighting for each criterion is determined by the user, followed by applying a rubric to score each fund.
Decision Justification
Provides a solid foundation for explaining the rationale behind investment decisions to investment committees or decision-makers.
Hindsight Analysis
Detailed records facilitate retrospective analysis, allowing allocators to assess the effectiveness of their decisions, learn from them, and refine future processes.
Algorithmic Improvement
The systematic and iterative nature of the methodology serves as an algorithm that continuously improves with each application, leading to more refined and accurate decision-making over time.
Transparency and Accountability
Ensures a transparent and accountable decision-making process, crucial for maintaining trust among stakeholders.
In summary, Arootah’s Outsourced Due Diligence service equips allocators with a comprehensive, systematic, and customizable tool to make well-informed decisions. This service not only aids in meeting regulatory and fiduciary requirements but also enhances the overall decision-making process, contributing to improved investment outcomes.
Decision Manager
Make informed choices with Decision Manager, the app that guides you through the decision-making process. By weighing options against clear criteria and logical frameworks, Decision Manager helps you arrive at well-considered conclusions. Whether it’s a major life choice or a daily dilemma, Decision Manager provides the tools you need to evaluate options and make confident decisions.
The Allocator Principles: Identifying Best Practices for Capital Allocation to Alternative Investment Funds
A Guide to Alternative Investment Management Due Diligence is a meticulously crafted guide designed to provide allocators in the alternative investment sector with comprehensive insights into due diligence processes. This book systematically addresses the multifaceted aspects of investment management due diligence, offering valuable knowledge for allocators at various stages of their careers. “The Allocator Principles” Equips allocators with the essential skills and understanding needed for effective due diligence in alternative investment management. It covers a range of crucial topics from risk definition to negotiating terms, tailored to the unique requirements of alternative investments.
