SwissAnalytics helps investors build comprehensive due diligence programs across hedge fund, private equity, and UCITS portfolios. Our vision is to assist our clients in reaching better investment decisions and to increase transparency in the investment industry.

Together with our strategic partner Castle Hall we provide global coverage while ensuring local proximity servicing banks, insurance companies, fund of funds, advisors, pensions funds, endowments, and family offices. Built upon our proprietary methodology and industry-leading technology we offer a unique approach to due diligence with more independence, flexibility, coverage, and confidentiality.

More Independence:

SwissAnalytics is a 100 % privately held company based in Zurich, Switzerland. Neither SwissAnalytics nor Castle Hall manage funds, build portfolios, or act as an investment advisor. Our research reports are objective and opinionated, free of the conflicts which arise if the research provider also directs client investments. We also work only for allocators, not managers, avoiding the conflicts of interest which arise when a manager is – or could become – a client.

More Flexibility:

Investors use our services to develop effective, risk based due diligence programs across any asset class – and any manager. We offer a fully flexible due diligence solution comprising different modules allowing for a graduated hierarchy of due diligence options. Clients may conduct due diligence on a fund by fund basis with no minimum retainer, or engage with us on a portfolio basis to benefit from our due diligence coverage across all positions.

More Coverage:

Investors have used our services to access a new level of insight into hedge funds, private equity, and UCITS vehicles worldwide. Together with Castle Hall, we have completed due diligence on more than 1,200 individual funds having generated in excess of 2,500 reports. We cover any fund as there is no limitation to a pre-existing coverage list and we also review funds of one, managed accounts, and other investor specific structures.

More Confidentiality:

Investors’ confidential due diligence information is always protected. Clients see only their “own” funds in our platform which ensures that “hidden gem” managers always remain confidential from other allocators.

In the News

October 26, 2015
New White Paper: Operational Due Diligence 3.0

The latest white paper of our strategic partner Castle Hall Alternatives looks into how leading institutional investors are responding to a regulated and institutional alternative asset industry.

read more