Browse Section 7: Analysis of Managed and Structured Products

21.3 Due Diligence and Suitability of Alternative Strategies

In this section

  • 21.3.1 Conducting Due Diligence
    A comprehensive guide to conducting due diligence on alternative investment strategies.
  • 21.3.2 Suitability Assessment
    Thorough evaluation process to ensure that alternative investment strategies are suitable for the investor's profile and meet all legal and compliance standards.
  • 21.3.3 Continuous Monitoring
    An in-depth exploration of how performance monitoring and periodic reviews ensure the ongoing suitability and effectiveness of alternative investment strategies.
  • 21.3.4 Transparency and Communication
    Understanding the importance of transparency and communication in alternative investment strategies, including reporting standards and investor education.
Thursday, September 12, 2024