Qualitative Research & Manager Due Diligence

Benefit from our proprietary qualitative research & due diligence designed to provide you with enhanced transparency so that you can better serve your clients.

View the managers in our program.
Private Equity Funds | Hedge Funds

Qualitative Research Team

Two Decades Providing Exposure to Institutional Alternatives

With 25 years of alternative investment experience, we utilize our experience and deep network to provide exposure to third-party institutional private equity and hedge funds for your clients' portfolios.

We seek to identify those with a proven track record, a dedicated risk management process, deep teams and institutional safeguards. The managers on our platform collectively manage over $1 trillion in industry assets.

Our manager selection process is conflict-free, as we are not compensated by any of the managers in the program.

Universe of 10,000+
private equity & hedge funds

Qualitative Research funnel

Quantitative Analysis

Review fund performance, both in isolation and relative to peers and benchmarks, to identify the alpha producers.

Alpha producers

Qualitative Research Blue Circle

Qualitative Research

Confirm the institutionality of each fund by reviewing the firm's history, risk management process, depth of team, funds’ strategies, key personnel, service providers and more.

60+ institutional
private equity & hedge funds

Qualitative Research Green Circle

Meet Manager Requirements

Satisfy investment minimums, comply with legal requirements and submit extensive paperwork.

Qualitative Research End of Funnel Cycle

Approved funds

Ongoing Fund Review

Perform onsite manager visits, attend conference calls, monitor capacity opportunities, review fund recommendations and approve new funds in investment committee meetings.

Qualitative Research Dashboard

Our research and due diligence is readily available to provide you with enhanced transparency so that you can better serve your clients.

Qualitative Research & Manager Due Diligence


manager calls & visits


new funds added

How to Choose the Right Institutional Alternative Investment Platform

Join our growing community of financial advisors.