
Our Services
At Aoyama Investment Research, we provide research, due diligence, and monitoring services for a diverse range of investment managers and strategies worldwide.
We perform in-depth research and thorough reviews from both investment and operational perspectives in order to meet the standards required by world-class institutional investors, which should also satisfy the expectations of financial regulators regarding due diligence and monitoring requirements to be performed by the regulated financial institutions.
While we place a fundamental focus on numerical data and objective facts, we believe that due diligence and monitoring should be a highly interactive, human process that requires flexibility and sincerity (as opposed to a mechanical, standardized filling out of the checklist) in order to obtain an accurate and comprehensive understanding of each individual investment strategy and manager, placing proper focus on the key points that are always unique to each strategy/manager.
Review and Monitoring Activities:
Investment
Due Diligence & Monitoring
- Portfolio manager and investment team
- Investment strategy, process, track record
- Risk management
- Reporting / disclosure
Operational
Due Diligence & Monitoring
- Fund structure / terms
- Corporate structure
- License, compliance
- Fund counterparties
- Audit
Coverage
Strategies
- Equity Long Only and Long Short
- Activist & Engagement
- Arbitrage & Trading
- Quants & AI Driven Investments
- Fixed Income
- Credit & Distressed Investments
- Real Estate Equity and Debt
- Private Equity
- Private Debt
- Life Settlement
Sectors
- Financial
- Real Estate
- Healthcare
- Agriculture
- Consumer Credit
- Infrastructure
- New Alternatives
Regions
- US
- UK
- Europe
- Asia
- Japan
- Oceania
- Emerging Countries
