Insight

Manager Oversight and Due Diligence

Feb 02, 2026 ยท Governance

Manager oversight should combine qualitative assessment with objective monitoring. This is essential when markets are volatile and dispersion is high.

Oversight focus

  • Track drift from stated investment process.
  • Review portfolio concentration and liquidity.
  • Verify operational controls and reporting cadence.

Consistent monitoring supports accountability and portfolio alignment.

Due diligence