AIMA’s Illustrative Questionnaire for Due Diligence Review of Managed Futures Fund Managers/Commodity Trading Advisors (CTAs). The DDQs created by the AIMA are generally considered industry standard and may be a good starting point as one thinks about creating a DDQ Remember, . First published in , the document-based AIMA DDQ has become the leading industry standard for alternative investment managers and.

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There are two other possible starting points for other sorts of entity: AIMA is providing tools to help managers track where the new version differs from the previous one.

AIMA Debuts Modernized DDQ Template | FINalternatives

AIMA updates due diligence questionnaire for hedge fund managers. Tuesday, March 5, – The completion of sdq due diligence questionnaire is generally regarded as one of the most significant steps taken by investment managers prior to receiving an allocation.

Reacting to these pressures, AIMA has modernized its suite of DDQs, making them more flexible, easier to complete and more data-driven than before. Many alternative investment fund managers have transformed into diversified multi-strategy, multi-product firms seeking investments from a wide range of investors. Subsequent editions expanded into additional investment strategies, dddq changing business practices, and accounted for evolving regulations.


AIMA’s New Due Diligence Template

We would like to sincerely thank everyone who provided input, review and oversight in this process. The Benefits of Modularity The template is conveniently modular: Leave A Reply Click here to cancel reply.

Ever more investors aoma undertaking significant due diligence processes prior to alma an investment. Name required Email required Website. The modular framework means that the easiest way for a manager to start work on the questionnaire is with either the Basic Open-End Setup or the Basic Closed-End Setup, whichever applies.

These factors have created challenges for investment managers and for investors alike. How will the investor follow up with a manager who responds vaguely or to a question distinct from the one actually presented? It has been 20 years since the Alternative Investment Management Association published its first due diligence questionnaire, a template designed to standardize the diligence process by which investors decide if a particular management is right for them.

AIMA updates due diligence questionnaire for hedge fund managers | Hedgeweek

Specifically, for the first time there are questions specifically covering private credit and private equity strategies. The revision of this questionnaire would not have been possible without the guidance we received from manager members, service providers and investors. Click here to cancel reply.

The AIMA DDQ is used by prospective investors when assessing hedge fund managers and is considered to be the industry-standard template. Newly Added What about beta? Dd us News Tips! Tuesday, January 22, – Hedge Fund Down Hard Assets Trending Four key trends for gold market in Futures Trending Top 30 Futures Brokers of The new Illustrative Questionnaire for the Due Diligence of Investment Managers will be used by investors assessing hedge fund, private credit and private equity managers, AIMA said in a statement Friday.


AIMA updates due diligence questionnaire for hedge fund managers

Shadow music – Why shadow-accounting can help hedge fund managers orchestrate operational alpha Tue, Use of the questionnaire is a good early step in the DD process: The answers should allow investors to develop the areas of focus for further inquiries, and dq may of course cross-check the answers with data from other sources. The new DDQ, developed in consultation with investment managers and investors, specifically iama private credit and private equity strategies as well as hedge funds.

CAIS set to be a blockbuster Mon, More on ‘Newly Added’. How often does this investor anticipate having the manager update the answers to the DDQ?