Frank Consulting

About Frank Consulting

Consultancy services for the alternative investments and asset management industries. - Fund due diligence services: covering the whole traditional and alternative investment spectrum. This area of practice covers investment and operational due diligence. Based on a decade and a half of experience spanning thousands of interactions with portfolio managers, the objective is to address the soundness and replicability of the investment strategy, and the fit between the experience and personality of the manager with that strategy, as well as evaluating whether best practices are followed in the operational front. - Business development: helping investment managers reach the next level in product design and investor engagement. This area of practice covers from direct capital introduction and raising to product development and strategic advisory in business development and investor relations, including process analysis and materials generation. - Investment advisory: enabling clients to realise their investment potential finding suitable managers who match their profile and risk appetite. This can be structured through ad-hoc engagements and ongoing relationships. - Risk management: empowering fund managers to transition from a risk reporting framework mainly designed to comply with regulatory standards to an actual risk management environment which both polices, informs and challenges the portfolio management function. Regulatory requirements are not an end, but tools to protect investor interest whose requisites should be met within a more sophisticated system. The risk management framework must be adapted to the asset class, the strategy and the skillset and personality of the manager. The above lines are managed within strict guidelines to avoid conflicts of interests. Frank Consulting Ltd is authorised and regulated by the Financial Conduct Authority of the United Kingdom.

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