Login required 05 Apr 2021 Investment DD and the Standards The Alternative Investment Standards relevant to Operational Due Diligence. Memo
Login required 01 Apr 2021 Guidance on Preparing for ODD How to prepare for ODD meetings including documentation requests, meetings, and follow ups Memo
Login required 01 Apr 2021 Risk Management and the Standards The Alternative Investment Standards relevant to Risk Management. Guidance
Login required 01 Apr 2021 Guidance on Preparing for IDD The Alternative Investment Standards relevant to Investment Due Diligence Guidance
Login required 06 Oct 2020 Cash Handling & Cyber Security Key process and technological controls to protect fund payment processes Memo
Login required 20 May 2020 Alternative Credit - Valuation Fair value processes for direct loans and a robust credit valuation framework Memo
Login required 20 May 2020 Alternative Credit - Fund Structuring Key considerations for closed-ended and open-ended credit fund structures Memo
Login required 18 Dec 2019 Governance - Co-Investments Governance and compliance processes for co-investments addressing structuring and expense allocation Memo
Login required 06 Nov 2019 Standardised Board Agenda A template board agenda and documentation pack for fund directors, managers, and investors. Memo
Login required 14 May 2019 Cyber Security (Small & Mid-Size Firms) Aimed at small and mid-size firms, provides practical cyber tools including frameworks, contractual requirements, and regulatory expectations. Memo
