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
The IPA's Latest Conversation on DST/1031 Investment Programs
by firstname.lastname@example.org (Brandon Raatikka) on May 16, 2019 at 5:53 pm
Wildfires Impact Interval Funds : A 2019 Q1 Update
by email@example.com (Jacob Mohs) on May 2, 2019 at 7:52 pm
This post is your guide to the interval fund market's key 2019 Q1 metrics and what's been impacting them—including natural disasters. […]
Second Round of Regulations Add Some Clarity Around Qualified Opportunity Fund Investments
by firstname.lastname@example.org (Russell Putnam) on April 25, 2019 at 6:07 pm
Last week, the IRS and Department of Treasury released a second round of proposed regulations on investments in qualified opportunity zone funds (QOFs). The proposed regulations clarify requirements that were not addressed in the initial proposed regulations released in October 2018. The IRS and Treasury are seeking comments and will hold a public hearing regarding the proposed regulations in June. Even though the regulations are merely proposed at this point, they reflect Treasury’s current approaches to many items that Section 1400Z-2 leaves open to interpretation and represent the best indication of where the final requirements will be fixed. […]
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 […]