Bard Consulting

INVESTMENT MANAGER OPERATIONS REVIEWS

Investment Manager Operations Reviews

 

Investment Manager Operations Reviews


WHY IT MATTERS

No matter how strong the investment strategy, returns can be reduced or erased if the manager’s systems, processes, and finances are not sufficiently robust.  An upfront, in-depth review of manager operations can reduce the risks that office functions are inadequate to implement the strategy in the short-term or that a manager may not be viable in the long-term. 


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Bard Consulting has performed approximately 60 operations reviews since 2010.

WHAT WE DO

Bard Consulting has performed over 60 operations reviews since 2010.

Corporate structure

Bard evaluates the ownership structure, financial capability, and management/ownership succession plans.

Corporate decision-making

Bard reviews corporate decision-making processes, assesses decision-maker qualifications, and examines mechanisms to manage conflicts of interest and monitor compliance.

Transparency/investor relations

Bard evaluates a manager’s policy and practice of communicating topics and investor report formats with investors.

Investment operations

In addition to sourcing, underwriting, debt procurement, asset management, performance measurement, valuation, and disposition functions, Bard assesses the quality and capacity of staff and the internal approval processes. 

Back office operations

Bard reviews accounting, cash management, budget management, legal, and information technology processes to assess if back office staff is adequate and qualified.