PTT will perform an operations and risk assessment at investment partners. This ScoreCard Review lets investors understand the totality of risk at their partners. PTT can perform one time reviews or setup an ongoing monitoring program.
All too often, we see hedge funds hand their investors a "plate of time series returns". It is in the investors best interest to know how the returns are "cooked in the kitchen". For new investors to the hedge fund world or investments at new partners, a ScoreCard Review can help detect blindspots and gaps in risk management. Even longstanding relationships require due diligence as issues with operations/risk present themselves during periods of high volatility.
Based on the latest guidelines (April 2008) from the Investors' Committee of the President's Working Group on Financial Markets (PWG), PTT will perform a compliance review. PTT can also work with your investment partners to determine their compliance. PTT develops a monitoring methodology so these guidelines are integrated into ongoing reviews of funds and investments.
For a ScoreCard Review Brochure, click below: