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Partner with perfORM

perfORM is an innovative, flexible and technology led Operational Due Diligence (ODD) service for Asset Owners*:

  • Location – Only ODD group of its kind here in London, UK;
  • Expertise – Broad experience in private credit / markets, real estate / infrastructure, hedge, crypto, long only / retail investment managers / funds;
  • Pedigree –  Co-led by Barclays Wealth former Global Head of ODD & Deutsche’s former EU Head of Prime Brokerage Consulting;
  • Flexibility – perfORM ODD reviews or scope aligned to meet client need, including adaptation for co-mingled vehicles or SMA’s /  funds of one;
  • Cost – No subscription, no minimums, and competitive fees;
  • Availability – On-demand services; and
  • ESG mission – To become the local ODD solution supporting carbon footprint reduction.

In addition, perfORM consult to Investment Managers wishing to successfully pass ODD reviews and assist with service provider oversight, be it via virtual or onsite mock ODD reviews, “ODD Therapy” and / or service provider due diligence.

*Asset owners include family offices, sovereign wealth funds, pension funds, investment consultants, banks, asset managers, wealth managers, endowments and fund of funds.

Our hub of services for asset owners cover:

  • Deep-dive Due Diligence (DD) reviews on managers and funds
  • Thematic, focused DD reviews such as ESG
  • Client-led reviews
  • DD reviews meet regulatory requirements (AIFM & UCITS)
  • DD reviews on fund on fund financial statements
  • Arranging background checks
  • DD reviews on service providers
  • Monitoring DD reviews of existing allocations
  • Value for Money Fee Saving Reviews

Founded and co-led by two experienced operational due diligence (ODD) practitioners (Barclays Wealth former Global Head of ODD, James Newman & Deutsche’s former EU Head of Prime Brokerage Consulting, Quentin Thom), perfORM is an innovative, flexible and technology driven third party ODD service on an ESG mission to become the local ODD solution supporting carbon footprint reduction.

Many asset owners are increasingly turning to a third party to support their internal ODD resources. This is driven by factors including: Cost; travel and headcount constraints; and difficulty accessing truly qualified ODD practitioners with deep experience.

Expertise – Flexibility – Availability – Location – Cost

  • Expertise – Broad experience in private credit / markets, real estate / infrastructure, hedge, long only / retail investment managers / funds.
  • Flexibility – perfORM ODD reviews or scope aligned to meet client need, including adaptation for co-mingled vehicles or SMA’s /  funds of one.
  • Availability – On-demand services,
  • Location – Only ODD group of its kind here in London, UK.
  • Cost – No subscription, no minimums, and competitive fees.

Please get in touch to learn more about our work with asset owners and our consulting services to investment managers. Contact us today to receive a copy of our latest monthly “perfORM – Due Diligence Matters – Bulletin”.