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The Allocator Principles: Identifying Best Practices for Capital Allocation to Alternative Investment Funds

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A Guide for Alternative Investment Management Due Diligence

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.


  • Structured Exploration of Core Topics: The book is organized into key areas of due diligence, including Defining Risk, Investment Philosophy, Investment Process, Quantitative Analysis, Qualitative Analysis, Investment Due Diligence, Operational Due Diligence, and Negotiating Terms.
  • Practical Application: Each chapter incorporates real-life scenarios, self-assessment exercises, and case studies, enabling readers to apply theoretical concepts to practical situations.
  • Rich and Diverse Content: The content covers a broad spectrum of topics, ensuring a thorough understanding of both quantitative and qualitative aspects of due diligence.


  • Mastery of Due Diligence Processes: Readers will gain a comprehensive understanding of the various elements involved in due diligence, forming a robust foundation for their practices.
  • Enhanced Analytical Skills: The book provides insights into both quantitative and qualitative analysis, critical for thorough and balanced investment evaluations.
  • Strategic Investment Insights: Readers learn to develop and refine their investment philosophy and process, crucial for successful allocation strategies.
  • Practical Due Diligence Techniques: The book offers practical techniques for conducting both investment and operational due diligence effectively.
  • Adaptability to Market Changes: The content prepares allocators for evolving trends and challenges in the alternative investment sector.


Collaborative Assessment:

Arootah’s expert advisors work closely with allocator teams, undertaking a comprehensive review of their current due diligence practices.

In-Depth Analysis

The review includes an analysis of existing methodologies, tools, and procedures used in the due diligence process.

Customized Recommendations

Based on the assessment, our advisors provide tailored recommendations aimed at enhancing and optimizing the due diligence process. This involves integrating industry best practices and addressing any specific challenges or gaps identified during the assessment.


Improved Due Diligence Efficacy

By aligning practices with industry best practices, allocators can achieve a more effective and efficient due diligence process.

Customized Enhancements

Recommendations are specifically tailored to each allocator’s unique needs, ensuring relevance and applicability.

Increased Confidence in Decision Making

Enhanced due diligence processes lead to more informed investment decisions, bolstering confidence among stakeholders.

Risk Mitigation

Better due diligence practices help in identifying and mitigating potential risks associated with investment choices.

Fiduciary Compliance

Assists in meeting fiduciary responsibilities, particularly important for institutional investors and endowments.

Long-Term Strategic Value

Continuous improvement of due diligence processes adds long-term strategic value to the allocator’s investment decision-making framework.

In summary, “The Allocator Principles: A Guide to Alternative Investment Management Due Diligence” is a vital resource for allocators seeking to enhance their due diligence capabilities in the alternative investment arena. This comprehensive guide not only provides practical and strategic insights into the due diligence process but also equips allocators with the necessary tools to make informed and effective investment decisions.