Phocion’s Operational Due-Diligence Service Fills Industry Gap by Providing Investors with Premium Quality Research
MONTREAL (CANADA) – Phocion Investment Services (Phocion) is proud to offer premium independent due diligence services that evaluate the operational strengths and weaknesses of investment managers and their funds.
Phocion Managing Director, Kosta Segounis, provides his insight: « Most industry due diligence involves light reporting and does not provide investors with enough foresight as to where manager operational issues reside. There is a movement presently occurring whereby investors are no longer willing to accept such light research for fear that an operational issue could be overlooked and thus not be brought to their attention. »
Mr. Segounis continues: « Phocion’s due diligence is positioned differently from the mainstream’s generic approach. We focus on higher-quality research that is insightful. One differentiating factor is that our reviews take into account managers’ performance infrastructure whose outputs – unbeknownst to most – can represent a source of huge discrepancy. Moreover, Phocion customizes operational due diligence to fit with our clients’ needs. For years, the due diligence industry’s common sales practice has been to inform investors of their choice of two or three pre-determined service packages. Our approach is to listen to our clients’ needs and propose to them a solution that fully and uniquely lines up. »
About Phocion Investment Services
Phocion Investment Services provides the expertise, independence and sophisticated tools that enable our clients to meet their performance, compliance and due diligence objectives. Our objective is to bring clarity to the complexities of the investment industry and to assist stakeholders in their investment decision processes. With our team’s proven track record and the firm’s core pillars of honesty, accountability, and excellence in service, we are the industry’s trusted partner in the investment process.
Phocion Investment Services | 1010 Sherbrooke Street West, Suite 1800 | Montreal, Quebec | H3A 2R7 CanadaVersion PDF