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Reinventing the Financial Services Value Chain.

Reinventing the Financial Services Value Chain.

perfORM Due Diligence Services

Co-led by two London, UK based reputable and experienced operational due diligence (ODD) professionals, perfORM is an innovative, highly flexible and technology driven third party ODD service offering.

  1. Unique, cost effective & flexible support that fuses practitioner ODD with a smart digital tool across private credit / markets, hedge and long only.
  2. Being added alongside the investment consultants due to our expertise, flexibility, availability, location and cost.
  3. Only London, UK based group of its kind – well positioned to support travel constrained Asset Owners* as investment managers return to their offices.
  4. ESG mission to become the local ODD solution supporting carbon footprint reduction.
  5. Preferred supplier arrangement in place for Background Checking services.

Co-Head, James Newman developed and led the Global ODD group at Barclays Wealth. During his 8 years in the role, James was responsible for passing or failing operational risk assessments across the bank’s retail and non-retail investment product offerings. As a Chartered Accountant, James has over 20 years financial services experience including managing the UK compliance and operational functions for an investment manager.

Co-Head, Quentin Thom, is the former EU Head of Prime Brokerage consulting at Deutsche Bank where, for the past 5 years, he provided ODD focused services. Prior, he was UK Managing Director of a leading independent ODD provider for both managers and allocators. With a management consulting background, Quentin has over 20 years financial service experience.

*Asset owners include: Family offices; Sovereign Wealth Funds; Pension Funds; Investment Consultants; Banks; Asset Managers; Wealth Managers; Endowments; and Fund of funds

Overview & FAQs

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Contact us

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Our Services

Content

  • October 21st Webinar – Private Markets II: Operational policies – what to look for, how to avoid falling foul of them and how to monitor compliance with them – Please click here to register.
  • Alternatives Watch article: London-based perfORM blazes an in-person ODD trail – Please click here to view the article.
  • perfORM – Due Diligence Matters – December Bulletin – Please email us for a copy.
  • 2020 ODD outlook – webinar replay here.
  • ODD Practices on Liquid, Regulated Funds – webinar replay here.
  • Luxembourg ManCo Delegate Oversight – ODD podcast
  • Does Retail Fund Regulation Make Investors, Advisors Complacent? Please email us for a copy of our whitepaper.
  • The Art & Science of Private Markets ODD – webinar replay here.
  • Manager Selection and Due Diligence in the Covid-19 Era – webinar replay here.