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Investment Due Diligence 101 Tutorial Guide

Investment Due Diligence Requires Asking Tough Questions, Because What You Don't Know About An Investment Can Hurt You.

Investment due diligence is what separates professional investors from novices. Thoroughly investigating each investment, broker and money manager before handing over your money can protect you from catastrophic loss and help you make more profitable, informed investment decisions.

The primary objective of any due diligence checklist is to answer four basic questions:

(1) What are the expected investment return characteristics?

(2) What is the investment risk profile?

(3) Are the people competent?

(4) Are the people honest?

Unfortunately, performing investment due diligence is not easy. Investment styles vary widely, reporting results aren't standardized, and accessibility to key personnel so that you can get your questions answered can be difficult. And if that weren't enough, due diligence takes more time and effort than most people want to spend on the process.

Fortunately, there is a solution: an efficient short-cut for due diligence is available through the internet. It is now possible to complete preliminary, basic due diligence on virtually any investment, broker or money manager for almost no cost and a few clicks of a mouse. This can save tremendous time and effort by quickly eliminating obvious frauds and other unsuitable investments.

By starting your due diligence process with an internet based checklist you can save valuable time and money allowing you to focus more thorough due diligence only on investments meriting a second look. See the articles below for the information you need to develop your own, personalized due diligence process:

Due Diligence: Five "Must-Ask" Questions Before Making Any Investment - Learn what due diligence questions to ask so that you can avoid losing investments before they cost you money.

Twelve Insider Tips For Finding Financial Advice You Can Trust: Find out if your financial advice passes this "gold standard" test by learning the essential questions that can separate good investment advice from bad.

Investment Fraud Prevention: A Due Diligence Checklist - Reveals the crucial questions to protect you from investment fraud and send the con-artist ducking for cover.

6 Reasons To Become Your Own Financial Expert - Learn the conflicts of interest hiding behind financial advice and why you must always perform you own due diligence to make smarter, more profitable investment decisions.

Variable Annuity Due Diligence: Uncover the truth hiding behind the variable annuity salesman's hype so that you can independently decide if it is an appropriate investment for you.

Ten Commandments of Investment Strategy: Find out how your investment strategy measures up to proven success principles and learn what you can do to increase your financial security. Includes a section on due diligence.

Below you’ll find a listing of our most recent articles about investment due diligence providing you with additional strategies and information when you are ready to take the next step…

Peer To Peer Lending Review – Dangers Revealed

peer to peer lending review image

In a world of zero percent interest rates peer to peer lending can look mighty tempting. Investor’s are starving for yield and P2P lending companies have risen to satisfy that need. Don’t be deceived. Look behind the emotional facade at default rates, unknown risks, operating difficulties and more so you can make a smart investment decision…

Avoid Losses: 5 Ways Investment Research Lies To You

Here are 5 ways to detect bad investment research so you can avoid losses.

Things are seldom as they appear. Nowhere is this more true than investment research. Every day another trading system or sure-fire investment strategy is published. They always look good on the surface – impressive statistics, testimonials, lots of social proof. You’ll find them in best-selling books, or published by authority figures like professors, or endorsed by a trade journal. None of that matters because it can still be total hogwash. Here is how you sort fact from fiction to protect your portfolio…