Co-managed operational due diligence seamlessly merges your internal knowledge with our independent, specialized approach—delivering speed, depth, and impartial judgment without the rigidity of traditional outsourcing.
We integrate directly into your workflows, removing friction and harnessing advanced risk frameworks to protect capital in an ever-evolving market.
The result?
A nimble, value-focused partnership that strengthens your governance, fortifies investment decisions, and helps you stay ahead of tomorrow’s challenges.
1. Monitoring the Global Manager Landscape
We keep a constant pulse on the global asset manager universe—tracking emerging trends, regulatory shifts, and any operational signals that matter.
2. Gathering, Verifying & Enriching Data
We don’t just collect information; we test, validate, and enhance it—transforming raw data into more actionable intelligence.
3. Delivering Transparent Reporting & Opinions
Through clear, intuitive reporting elements and fully disclosed judgments, we ensure you have the clarity needed to make every ODD decision with confidence.
Operational Due Diligence Framework
Seamless integration of risk opinions
We strive for scale and efficiency in our data gathering and verification, then distill our non-investment risk opinions in a way that fully merges with your existing processes.
By tailoring both reporting and presentation to each client’s environment, we eliminate needless friction and deliver deep insights.
Our end goal is to be regarded not as an external vendor, but as an organic extension of your own investment team.
OUR DUE DILIGENCE SERVICES
Manager Monitoring
Effective oversight starts with a strong, ongoing monitoring base for all external managers. Our Manager Monitoring product provides:
Comprehensive Manager Profiling
A holistic view of each manager’s operations, governance, and overall risk posture.
Seven Leading Risk Assessments
Early-warning indicators that flag potential non-investment red flags before they escalate.
By combining deep operational scrutiny with a friction-free, co-managed approach, we ensure vigilant oversight without adding unnecessary overhead—allowing you to stay ahead of emerging risks across public and private markets.
Independent Due Diligence
We provide Independent Operational Due Diligence as either an ongoing program or one-off engagements—always through a non-investment risk lens, ensuring unbiased, friction-free oversight. Our bespoke approach can include:
ODD Reviews
Applying our robust processes for both public and private markets asset managers.
Theme-Based Reviews
Adding specialized layers (e.g., ESG or Impact) to enhance existing due diligence practices.
Second Opinions
Offering a clear, non-investment risk perspective on proposed investment cases—solidifying confidence before you commit.
Co-Managed ODD
Co-managed ODD is a collaborative approach that seamlessly integrates an external due diligence expert with your in-house team—rather than replacing it.
By merging deep operational risk expertise and local knowledge, this model removes friction and minimizes handoffs.
Both parties share visibility over the process, quickly identifying any non-investment risks while preserving internal ownership.
It offers a balance between the independence of an external review and the control of an internal department.
In effect, co-managed ODD delivers faster, deeper insights and stronger engagement for all stakeholders, without the rigidity or overhead of fully outsourced solutions.
Looking to strengthen your manager oversight?
E-mail us your RFP at info@lestradefs.com for a tailored, friction-free due diligence solution.
