Risk Shell Editions for Due Diligence Managers
Risk Shell Due Diligence configurations are designed for investment teams evaluating hedge funds and other alternative investment vehicles. The editions combine manager screening and peer analysis with due diligence questionnaires, document management, custom research fields and quantitative risk analysis.
The editions are cumulative. Higher configurations add more advanced manager-comparison, factor, holdings and scenario-analysis tools while retaining the qualitative due diligence and research-management functionality of the preceding editions.
Quantitative Manager Research
Screen and compare managers using Risk Shell risk, return and peer-analysis tools alongside the qualitative due diligence record.
- Global Search and 100+ quantitative screening criteria
- Peer Group Analysis and Side-by-Side Analysis
- FlexiRank™ with user-defined ranking criteria
- Factor, attribution and return-series analysis
Qualitative Due Diligence
Maintain structured manager research alongside quantitative analytics rather than separating DDQ, document and performance-review workflows.
- Industry-standard and user-defined due diligence questionnaires
- Due diligence templates and bulk uploading
- CRM Document Manager with email parser
- Custom descriptive fields and due diligence status tracking
Manager Data & Research Control
Maintain institution-specific manager information and reconcile it with vendor data without losing the original database record.
- Custom Assets and proprietary research fields
- Return Adjustment Framework for manager-supplied performance
- Data Management for custom fields and data merge
- Custom Backups and Report Builder in selected editions
Advanced Manager & Strategy Analysis
Higher editions extend due diligence beyond historical return statistics into factor, holdings and conditional market analysis.
- Factor Best-Fit using LASSO, PCA, AIC and Ridge models
- Macroeconomic Scenario Screening™
- Holdings-Based Analysis
- Stress Testing in the Ultimate IV configuration
Choose the Appropriate Due Diligence Edition
Basic provides the core due diligence, manager research and document-management environment. Ultimate I adds deeper return-series analysis and data control; Ultimate II adds peer ranking, factor research and more advanced reporting tools; Ultimate III introduces conditional macroeconomic, attribution and holdings-based analysis; and Ultimate IV adds Stress Testing for the most comprehensive manager risk assessment.
The matrix below provides the complete component-by-component comparison of Risk Shell Due Diligence Editions.