Investment Diligence
How KPC sources, screens, and approves managers before they reach an advisor's allocation.
Investment Diligence
Skip the fragmented fund marketplaces. KPC serves as a technical and fiduciary extension of your firm—filtering the global alternative universe into a bespoke selection so you can focus on being a fiduciary.
Many are called, few are chosen.
Funds reviewed annually
Performance & risk analytics
Investment process review
Investment
Diligence
Infrastructure & controls
Document review
Final approval
Selected Managers
For your clients
Many are called, few are chosen.
Fiduciary Standards
Funds reviewed annually
Performance & risk analytics
Investment process review
Infrastructure & controls
Document review
Final approval
Selected Managers
For your clients
The diligence process described above is provided for informational purposes only and reflects KPC's general approach to evaluating and monitoring investments. Actual processes may vary by strategy, manager, or investment and are subject to change. Completion of due diligence does not guarantee investment success or eliminate the risk of loss.
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