Skip to main content

Alternatives investing process review

Follow our process review to uncover risk and inefficiencies of your program and gain helpful suggestions for improvement. 

Use it to answer these questions:

  • Are your internal processes bringing unnecessary risk?
  • Are there ways your team could better support investment decisions?
  • How are teams following best practices to be more efficient?

Get the checklist now

Alternative investing 5-point process review (PDF)
(5 minute read)

As alternative investments continue to grow within institutional portfolios, so does the amount of work, complexity and risk. To keep pace with these demands, successful in-house investment and operations teams are adopting more efficient processes and technologies. Consult our check-up to see if these key considerations are included in your process. 

Information provided by SEI Investments Management Corporation, a registered investment adviser and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal. 
Alternative investments are subject to a complete loss of capital and are only appropriate for parties who can bear that risk and the illiquid nature of such investments.
 

Resources for internal investment teams

A wooden block with an arrow escapes from its row of other wooden blocks representing data flow

Walk through our 5-step process

Double down on your financial knowledge. Learn how we can help you reach your financial goals with our ERM roadmap.

View the 5 steps