Forward Risk’s work with investment consultants and outsourced CIOs – or OCIOs – ensures that our clients are able to select the best managers available.
Boasting a client roster that includes some of the top institutional and private investors in the world, we identify not only traditional due diligence red flags – such as criminal records, civil litigation, and other stewardship issues – but also closely examine professional performance track records.
We understand that our clients are looking for the best management available, and recognize the importance of steering clear of a poor fit.
As such, our core focus is identifying operational and reputational matters that may impact an individual’s ability to effectively manage a fund, for better or worse.
Our clients trust us to partner with them by:
Our OCIO practice is staffed experienced practitioners who have developed a strong reputation in this specific space over the course of several years.
As a result, we recognize viscerally the ways the fit, credentials, and performance of a potential manager can make or break the success of a fund, and work accordingly to help our clients staff their organizations with the best professional minds available.