FactRight specializes in third party due diligence and risk management consulting for the alternative investment community. Our forensic accounting, risk mitigation, and investment professionals are experts in investigating and explaining investment sponsors and their offerings.
Whether you are looking to meet compliance regulations, connect a product to an audience, or just explore the possibilities of alternative investments, our industry expertise will help you build stronger, more valuable client relationships.
A Note from Scott
“When you choose FactRight to be your partner in the alternative investment community, you’ll get best-in-class service from the team who puts relationships first. Our specialized offerings are unique in the industry and have been trusted by successful financial advisory firms for over a decade. We are constantly working to create clarity out of complexity and to provide easy access to the most detailed reports available.
To this end, we’ve recently reworked our entire website; I invite you to look around. I hope you’ll learn something new about us and reach out with any questions or opportunities for us to work together.”
Recent Blogs from FactRight
Our Best Insights on RIAs and Alternative Investments
by email@example.com (Scott Smith) on April 18, 2019 at 5:29 pm
As we continue to review offerings aimed at registered investment advisor distribution, and add more RIAs to our stable of customized consulting clients (read about new partnerships with Independent Financial Partners here and Mirae Asset Wealth Management here), I’ve been asked to compile of some of our recent blog posts on RIAs and their use of alternative investments: […]
Effectively Assessing Sponsor Prior Performance: Part 2
by firstname.lastname@example.org (Kemp H. Hanley) on April 4, 2019 at 5:40 pm
In a previous post, we looked at the challenges in assessing a sponsor’s track record, and regulatory and industry approaches to promoting consistent and accurate prior performance information. Today, we’ll discuss strategies for how to interpret sponsor track record information, including what factors can change the apparent meaning of what the sponsor presents. &nbs […]
Effectively Assessing Sponsor Prior Performance: Part 1
by email@example.com (Kemp H. Hanley) on March 28, 2019 at 7:37 pm
Ultimately, an assessment of an investment sponsor’s track record is about answering the question, has the sponsor done what they said they were going to do? This straightforward inquiry sounds like it should inspire an equally simple answer.&nbs […]
How RIAs Warming to Annuities Could Be a Positive Sign for Distribution of Alts
by firstname.lastname@example.org (Scott Smith) on March 12, 2019 at 5:07 pm
The other day, I was reading an article on RIABiz that’s worth discussing here on FactRight’s blog, as it hits on themes that are analogous to alternatives investments, even though it’s not an article about alternatives at all. […]
Reg A+ Quarter 4 Overview: Waiting for Legislative Upgrades
by email@example.com (Brandon Raatikka) on February 28, 2019 at 8:48 pm
After the second quarter posted the lowest number of new issuance qualifications during a quarter since Regulation A was reformed, qualifications bounced back in the third and fourth quarters. Overall, 2018 had the same number of Reg A+ qualifications (not used for merger or other limited purposes) as last year—75. […]