Phocion’s extensive industry expertise gives it an edge at delivering Investment Due Diligence services to its institutional client base. Phocion’s value-added contribution goes well beyond the type of generic ex post performance analysis that most large manager selection firms are predicated on. Instead, Phocion provides unrivaled, elaborate ex post and ex ante analysis that dives head-first into a broad array of both of qualitative and quantitative manager metrics. As such, Phocion provides a much more enriching service to the investor.
Phocion has documented that some investors quite blindly allocate capital to certain managers simply because they are aware that other – possibly larger – institutions have done so. Phocion uses its Investment Due Diligence services to carry out its mission to break down this primitive investment dependency mindset by empowering investors to make their own decisions by giving them the tools to do so. In so doing, Phocion assists the industry at large at reducing ownership risk by virtue of introducing a methodical, institutionalized mindset into each and every investor organization.
Whether you are in the preliminary or monitoring stages of a relationship with an investment manager, Phocion’s Investment Due Diligence services ensure that your sponsor – be it a pension, endownment, foundation or family office – is being serviced with the most rigorous investment process that the industry has to offer.