Working with Document Manager and Due Diligence Framework. Custom fields and notes. Due Diligence flags.

Hedge Fund Due Diligence Software

Risk Shell CRM and Document Manager component includes a special module, Due Diligence Tools, developed for hedge funds, CTA and traditional long-only funds. This tutorial guides you through the main features of the Due Diligence module and explains the workflow of due diligence on hedge funds for a hedge fund practitioner.

CRM And Due Diligence Tools For Hedge Fund Practitioners

A brief overview of the Risk Shell functions for managing user-defined descriptive data and its integration with the due diligence framework:

• Due Diligence status flags
• User-defined custom descriptive fields
• Types of custom fields and document categories
• Due Diligence questionnaires
• Due Diligence management system

Due Diligence On Hedge Funds - Step-by-step Tutorial

• Working with due diligence questionnaires
• Custom data: best practices and tips
• Working with the multiple date notes
• Creating custom due diligence questionnaires

Potential Audience

Institutional portfolio managers, hedge fund investors, hedge fund of funds and multi-asset portfolio managers, CIOs, advanced family offices, advisers, research houses, consultants, pension plans, endowments, family offices.