FactRight is the premier source of credible perspective and advice for wealth managers seeking access to alternative investments. Our credentialed 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.
Recent Blogs from FactRight
- Highlights from FactRight's 7th Annual* Fall Due Diligence Conferenceby Kate@FactRight.com (Kate Stephany) on September 22, 2021 at 7:22 pm
*Technically, it's been eight years since our first fall conference on September 28th, 2014, but due to the monotony that was daily life in 2020, and that we didn't have a fall conference that year, and my brain thinks 2019 was last year. Oh, not you? Just me? Well then.
- Evaluating Alternative Investments - Is Chasing Yield Really Worth It?by Gail Schneck on August 25, 2021 at 4:59 pm
In today’s low interest rate environment, the search for yield is driving an increasing number of investment decisions. However, higher yield options are somewhat limited in more liquid investments, such as rated bonds or stabilized stocks or mutual funds, causing investors to seek out other avenues to achieve their income goals. Alternative investments are increasingly filling this need in today’s portfolio construction. However, such products are often selected based on quoted yield without taking into account the underlying risk-return tradeoff. The alternative investment industry may have lost track of appropriate compensation for the risk investors are assuming since stated yield often sells itself.
- Private Placement Due Diligence: Key Questions To Ask When Evaluating Opportunistic Fundsby russell@factright.com (Russell Putnam) on August 5, 2021 at 8:11 pm
The economic fallout and reduction in travel caused by the COVID-19 pandemic have caused significant dislocation within the hospitality sector. In doing so, this has created opportunities for investors to acquire hotel investments from distressed sellers and lenders at attractive prices. Over the last year, our team has reviewed a number of private opportunistic hospitality funds. These programs often provide the potential for attractive returns. Still, they include significant risks given the distressed nature of the targeted assets and the possibility that market conditions or asset-specific recoveries are delayed or never come to fruition.
- Top Five Attributes of a Successful Alternative Investment Sponsorby kemp@factright.com (Kemp H. Hanley) on June 23, 2021 at 5:07 pm
During my tenure at FactRight, we have conducted operational due diligence on more than 150 alternative investment sponsors. Some have been very large, some very small, and many in between. I consider myself very fortunate because I enjoy the work. I enjoy getting to know the people, learning about their experience, about their investment process and how they envision growing their business. Some of the due diligence process is inevitably tedious, and to a certain degree repetitive, but ultimately no two companies are alike and that is what makes it always interesting.
- Private Placement Due Diligence: Your Guide to 506(b) vs. 506(c)by Kate@FactRight.com (Kate Stephany) on May 12, 2021 at 5:30 pm
If you are thinking about putting an investor in a private placement one of the first questions you should ask is: