Due Diligence Checklist

Manager Due Diligence Checklist

Long/Short Equity strategies may help improve the overall risk/return profile of client portfolios by dampening volatility, while still capturing potential up-market returns. However, as there is wide dispersion among managers in the category, performing proper due diligence is key to success. Below is a checklist to help you find the right manager for your Long/Short Equity allocations.

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