The Benefits of Combining Operational, Investment and ESG Due Diligence

Allocators with developmental mandates can achieve significant synergies by integrating Operational, Investment and ESG due diligence when evaluating third-party managers. Our latest thought piece discusses how a combined due diligence approach enhances financial performance and ensures alignment with broader developmental objectives. Explore how ORC’s comprehensive due diligence solutions support allocators in making informed decisions that promote both financial and developmental goals. Reach out to ORC to learn more about how we can enhance your investment process.

Facilitating Allocator Investment Decision-Making and Monitoring

Allocators investing in emerging markets often face significant operational risks. Our latest thought piece explores how tailored Operational Due Diligence (ODD) can reveal hidden challenges and enhance risk management. Learn how ORC’s ODD approach supports emerging managers in building robust governance, compliance frameworks and raising institutional investment standards in local investment ecosystems. Reach out to ORC to discover how we empower your investment decisions with a focus on transparency and trust.

Charting the Course: Defining Your ESG Objectives as the Foundation of an Effective Framework

ESG, as non-financial factors and characteristics that can drive long-term value creation, has been a longstanding consideration for many allocators, with a growing number either integrating or expressing interest in integrating ESG into their investment strategies. As the importance of ESG continues to grow, there’s an increasing imperative to be specific about ESG approaches. Depending on your stakeholders, there may also be an escalating demand for transparency and tangible results. The key to meeting these demands lies in establishing clear and measurable ESG objectives.

Multi-Allocator ODD is the Way Forward for DFIs

Multi-Allocator ODD creates synergies for allocators, especially for DFIs with developmental mandates. From ORC's experience, multi-allocator ODD can revolutionise the ODD process for allocators and managers alike. Read ORC's latest thought piece to find out more about the benefits of multi-allocator ODD.

The Role of Sophisticated Automation in Monitoring

Handing over investment management responsibility to a fund manager or group of managers doesn’t mean allocators can sit back and let the managers take care of everything. Regular ongoing monitoring of these investments is crucial to ensure managers meet investment objectives, stick to mandates and that allocators can spot potential issues early on.