We assist you to perform a tailored set of operational due diligence procedures on your target investment assets, managers, and funds, in order to provide you with critical insights and confidence in your investment decisions

Operational due diligence

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Operational due diligence support tailored to your investment needs

We understand the importance of operational due diligence (“ODD”) for you to make investment decisions, and the challenges you face:

  • Growing costs of conducting due diligence, especially across borders
  • Shortage of resources to monitor or regularly review targets’ operation readiness
  • Increased complexity of operational due diligence in specific targets and asset classes requires industry expertise
  • Lack of independence and objectivity for in-house or investment advisors’ due diligence programmes

At PwC, we are a team of professionals with extensive industry experience and expertise across various alternative assets, strategies, and investor types. With our vast PwC global network and industry knowledge, we always stay at the forefront of new regulations and industry trends in different continents. We are here to provide you with operational due diligence services that adhere to the highest industry standards and catered to your unique requirements.

Our expertise covers the full lifecycle, regardless which stage you are right now

Through our rigorous ODD process, we strive to assist you in making informed investment decisions and selecting assets, managers, or funds that align with your risk tolerance and investment objectives.

Launch

  • Define assessment scope and objectives of ODD process with you
  • Comprehensive review of manager’s or fund’s documentation and assess its alignment with industry best practices
  • Onsite visits to the manager's or fund's offices and engage in interviews with key personnel
  • Utilise customised due diligence questionnaires to gather detailed information about various operational aspects
  • Assess the quality and suitability of the manager's or fund's service providers
  • Analyse the identified risks and evaluate the adequacy and effectiveness of the manager's or fund's risk control measures
  • Comprehensive report to summarise our findings, recommendations, and other areas as you have addressed

  • Re-align with you on your assessment scope and key areas of focus
  • Review manager’s or fund’s documentation and to assess its alignment with the latest industry best practices
  • Re-visit the manager's or fund's offices and engage in interviews with key personnel
  • Utilise updated due diligence questionnaires to gather detailed
  • information about various operational aspects
  • Re-assess the quality and suitability of the manager's or fund's service providers
  • Identify the changes from last ODD conducted and analyse the identified risks and evaluate the adequacy and effectiveness of the manager's or fund's risk control measures
  • Comprehensive report to summarize our findings, recommendations, and other areas as you have addressed

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Operational due diligence

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Check out our service offerings

Operational due diligence support tailored to your investment needs

We understand the importance of operational due diligence (“ODD”) for you to make investment decisions, and the challenges you face:

  • Growing costs of conducting due diligence, especially across borders
  • Shortage of resources to monitor or regularly review targets’ operation readiness
  • Increased complexity of operational due diligence in specific targets and asset classes requires industry expertise
  • Lack of independence and objectivity for in-house or investment advisors’ due diligence programmes

At PwC, we are a team of professionals with extensive industry experience and expertise across various alternative assets, strategies, and investor types. With our vast PwC global network and industry knowledge, we always stay at the forefront of new regulations and industry trends in different continents. We are here to provide you with operational due diligence services that adhere to the highest industry standards and catered to your unique requirements.

Launch

Through our rigorous ODD process, we strive to assist you in making informed investment decisions and selecting assets, managers, or funds that align with your risk tolerance and investment objectives.

Before investing

  • Define assessment scope and objectives of ODD process with you
  • Comprehensive review of manager’s or fund’s documentation and assess its alignment with industry best practices
  • Onsite visits to the manager's or fund's offices and engage in interviews with key personnel
  • Utilise customised due diligence questionnaires to gather detailed information about various operational aspects
  • Assess the quality and suitability of the manager's or fund's service providers
  • Analyse the identified risks and evaluate the adequacy and effectiveness of the manager's or fund's risk control measures
  • Comprehensive report to summarise our findings, recommendations, and other areas as you have addressed

Review and monitoring

  • Re-align with you on your assessment scope and key areas of focus
  • Review manager’s or fund’s documentation and to assess its alignment with the latest industry best practices
  • Re-visit the manager's or fund's offices and engage in interviews with key personnel
  • Utilise updated due diligence questionnaires to gather detailed information about various operational aspects
  • Re-assess the quality and suitability of the manager's or fund's service providers
  • Identify the changes from last ODD conducted and analyse the identified risks and evaluate the adequacy and effectiveness of the manager's or fund's risk control measures
  • Comprehensive report to summarize our findings, recommendations, and other areas as you have addressed

As a trusted industry leader, we are well-positioned to provide you with an independent and objective review report based on factual data, enabling informed decision-making amidst new regulations and industry trends.

Operational due diligence

We assist you to perform a tailored set of operational due diligence procedures on your target investment assets, managers, and funds, in order to provide you with critical insights and confidence in your investment decisions

Our service covers the following stage(s) of your business lifecycle:

Launch

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Contact us

Justin Ong

Justin Ong

Asset and Wealth Managed Services Leader, PwC Singapore

Tel: +65 9731 3758

Xing Yao Kek

Xing Yao Kek

Director, PwC Singapore

Tel: +65 8368 3173

Wye Zjian Soo

Wye Zjian Soo

Manager, PwC Singapore

Tel: +65 9176 5462

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