Manager Due Diligence

Evaluate Political Responsibility of fund managers before you invest

Overview

One-time comprehensive analysis of a specific manager's holdings to assess whether they are inadvertently funding the degradation of democratic institutions.

The Challenge

Asset allocators have no systematic way to assess whether prospective managers are inadvertently funding the degradation of democratic institutions and undermining sustainable goals through their portfolio companies.

Our Unique Approach

Apply the same rigorous Political Responsibility framework to manager evaluation that you apply to your direct holdings.

Designed For

Fund-of-funds conducting manager selection

Consultants evaluating sustainable strategies

Family offices vetting external managers

Foundations ensuring mission-aligned manager selection

What's Included

One-time comprehensive analysis of a specific manager's holdings
Political risk concentration in the manager's portfolio
CVI and PCD scores across the portfolio
Red flag identification for reputational risks
Alignment assessment with your institutional values
Integration-ready report for your due diligence process

Transform Your Investment Process

Join leading institutions measuring what truly impacts long-term value.