Shadmoor Advisors is a leading boutique consulting firm that provides operational due diligence reviews of alternative investment managers. Their previous processes of collecting data from managers using MS Word and...
Client success stories and experiences.
Shadmoor Advisors is a leading boutique consulting firm that provides operational due diligence reviews of alternative investment managers. Their previous processes of collecting data from managers using MS Word and...
A leading wealth management firm was struggling with collecting and managing both quantitative and qualitative information from their managers. Pitchbooks, questionnaires, quarterly reporting, PPMs, DDQs – all the various file...
Every year, the compliance team at this global insurance company has to send out an annual 15(c) due diligence questionnaire to its 50+ sub-advisers. Using MS Word and Excel, countless...