July 12, 2024

AFG can help clients implement a consistent application of due diligence to help balance sustainable workflow, sound strategy mandates, track record persistence, and the investment management firm’s profitability.

AFG’s global database of intrinsic value estimates is the foundation of proper due diligence that can further incorporate momentum and quality characteristics to develop buy, hold, or sell rating across all portfolio constituents and potential replacement ideas for a manager’s strategy.

Due diligence can take many forms, depending on the scope of a project. In the context of portfolio management, a manager/advisor may want to review a large number of holdings or potential replacement ideas in an efficient manner.  An Analysts may require significant financial statement analysis, company research, and custom model building.  While a quantitative manager or a strategy managed as a factor portfolio may periodically test AFG based scoring system for efficacy and consistency.