Family Office Investment 
Symposium 2023

PRISM has provided operational due diligence services to top tier investors since 2009. As a specialist in hedge funds and PE/VC/RE funds, PRISM focuses on the non-investment risks of third-party asset managers and provides assurance reports to its clients related to operational and business risk. The PRISM assurance reports (a/k/a the “Green Book”) assess the risks of each fund and manager across accounting, operations, cash movements, custody, valuation, compliance, legal, IT, facilities, governance, and human resources. By applying decades of ODD experience on each review, PRISM provides small and large investors with seamless assurance over third-party investment managers located around the world.