how we can help you

Diligence and Fund Research

Diligence and Fund Research

We conduct thorough investment due diligence on impact and values-aligned investment opportunities, distinguishing between authentic, high-quality opportunities and those that are inauthentic or unsuitable for our clients.

How we can help you:

• Provide comprehensive fund research reports

• Assess values-based and impact products to deliver ratings and recommendations

• Evaluate investment strategy and impact integration

• Undertake ongoing research, monitoring, and reporting

Our comprehensive analysis covers investment strategy, impact alignment, performance analysis, and risk assessment. We provide clear insights to inform decision-making and support ongoing monitoring processes, focusing on pooled investment products and fund evaluation.