OUR SERVICES
Our unique blend of expertise and industry experience makes us a trusted copilot for our clients
01.
OPERATIONAL DUE DILIGENCE
We have unrivalled experience in providing Operational Due Diligence ("ODD") solutions.
Our market-leading ODD framework incorporates industry and global best practices to ensure new and emerging risks are addressed in an increasingly complex investment landscape.
02.
TOTAL PORTFOLIO APPROACH AND RISK MANAGEMENT
We help our clients formulate a practical approach in managing portfolios holistically, dismantling siloed decision-making and research to refocus on how each portfolio position impacts on the overall exposure to fundamental risks.
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​We tailor our approach to build a total portfolio solution that ensures aligned organisational interests to enable effective governance and risk management, resulting in a more cohesive and optimised portfolio.
03.
INVESTMENT MANAGER DUE DILIGENCE
Our due diligence process goes beyond the numbers and analytics of database providers. Unite's team of experienced fund selectors perform holistic onsite reviews of investment managers, leveraging our years of portfolio management experience.
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We provide maximum insights to help our clients make considered decisions, based on a proven 4-factor evaluation framework.
04.
GIPS PRE-COMPLIANCE AND PERFORMANCE VERIFICATION
We guide our clients towards the best practice in investment performance presentation by complying with GIPS.
We perform pre-verification gap analysis, testing and annual verification services to build the trust of investors, managers and regulators.
05.
OUTSOURCED COO
Our Outsourced COO service will ensure that your business is robust, controlled and following best practices.
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Offering the full remit of COO responsibilities, we bring the benefit of a full team of senior professionals to clients.
06.
SYSTEM SELECTION AND IMPLEMENTATION
We evaluate our clients' needs and provide a comprehensive framework to help navigate the vendor landscape.
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Our selection approach ensures that the right enabling systems are identified and implemented to meet the business needs.
We are not just passionate subject matter experts.
We are passionate in accelerating your vision.