Manager evidence, DDQ and monitoring activity remain visible throughout the lifecycle.
For OCIOs and investment consultants
Manage the institutional lifecycle. Across managers and clients, in one governed environment.
AlphaScaled gives OCIO teams one governed environment for manager research, due diligence, evidence, client oversight, continuous monitoring and periodic reassessment. Your organisation retains its investment authority, client relationships and final decision-making responsibility.
Manager oversightCoordinate manager research, DDQ, evidence, regulatory review and monitoring across a broad manager universe.
Client governanceMaintain clear review records, evidence, meetings and oversight while preserving each client boundary.
Continuous monitoringSurface material changes and return them to controlled human review rather than waiting for the next cycle.
One institutional recordPreserve provenance, exceptions, decisions and periodic reassessment throughout the lifecycle.
Controlled product view
The OCIO operating surface.
A governed view across manager oversight and client governance. The illustration shows the control environment without exposing client data, proprietary scoring logic or underlying workflow IP.
OCIO workspaceInstitutional Lifecycle Control
Illustrative · No client dataClient context, review records and authorised evidence remain controlled and attributable.
Material regulatory, organisational and document changes return to governed human review.
Review, appointment, monitoring and periodic reassessment remain linked in one audit trail.
Manager researchDue diligenceGovernanceContinuous monitoring
Institutional continuity
One governed environment across manager oversight and client governance.
ResearchDiligenceGovernanceMonitoringReassessment
OCIO outcomes
Discovery
Identify managers worthy of institutional review.
Surface curated managers and SMA capabilities against mandate, return, risk and capacity requirements.
Diligence
Conduct Tier 1 due diligence in one governed workflow.
Coordinate performance evidence, DDQ, ODD, documents, exceptions and external reviewers without fragmented inboxes.
Decision
Establish evidence status before committee review.
Create a clear account of what was submitted, checked by authorised reviewers, challenged, resolved and approved.
Regulatory intelligence
Monitor relevant regulatory disclosures and material change.
Where applicable, bring SEC Form ADV information and change detection into the governed review record so authorised teams can assess changes alongside diligence evidence. AlphaScaled does not make regulatory determinations or provide legal advice.
Monitoring
Preserve continuity after allocation.
Maintain governance context, reporting obligations and evidence history beyond the initial decision.