How to Analyze Form ADV Part 1 Data: A Guide for Allocators
Small changes in Form ADV Part 1 can signal big red flags. Discover how technology can help spot shifts faster, without the manual legwork.
Private credit firms looking for granular multi-level ESG metrics for reporting requirements.
Asset owners investing in private credit and other private market asset classes that are looking for granular ESG metrics at multiple levels throughout the investment value chain.
GPs working with private credit firms that require portfolio company level ESG metrics for reporting or disclosure requirements.
Private Credit Firms, LPs, GPs, Fund of Funds: Analyze, manage and integrate ESG metrics into your investment processes and make short work of reporting.
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Small changes in Form ADV Part 1 can signal big red flags. Discover how technology can help spot shifts faster, without the manual legwork.
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Why effective Form ADV analysis is essential for global allocators seeking transparency, risk insights, and a competitive edge.
Co-Head and Co-Founder, perfORM
James Newman is a pioneer in the Operational Due Diligence space, with over 15 years’ experience in creating practices, developing standards and performing ODD. This includes leading an allocator delegation to negotiate fund corporate governance standards with the Cayman Islands Monetary Authority and pioneering private equity ODD in 2012. James is the former Global Head of ODD at Barclays Wealth, where he was responsible for developing and leading operational risk assessments across the bank’s retail and non-retail investment product offerings. Prior to Barclays, he was the Head of ODD for Liberty Ermitage Group, where he vetoed an investment in Madoff in 2008 preventing significant losses and reputational damage to the firm and its clients.
James Newman is a pioneer in the Operational Due Diligence space, with over 15 years’ experience in creating practices, developing standards and performing ODD. This includes leading an allocator delegation to negotiate fund corporate governance standards with the Cayman Islands Monetary Authority and pioneering private equity ODD in 2012. James is the former Global Head of ODD at Barclays Wealth, where he was responsible for developing and leading operational risk assessments across the bank’s retail and non-retail investment product offerings. Prior to Barclays, he was the Head of ODD for Liberty Ermitage Group, where he vetoed an investment in Madoff in 2008 preventing significant losses and reputational damage to the firm and its clients.