Investment Research

Investment Managers and Fund Houses constantly look for the most timely, accurate and cost-effective way of monitoring all their assets. Treeline team can act as an extension of their office, and provide dedicated services covering all the client’s assets/liabilities and reconciling the accounts.

Our portfolio of services in this space includes…

  • Investment Due Diligence
  • Financial Modeling & Valuation
  • Investment Documentation and Back-Office Support
  • Investment Reporting
  • Presentation & Pitch Book
  • Saudi Market Portfolio Analytics
  • Deal Tracking and
  • Database Maintenance

Treeline assures the highest standards of confidentiality, coupled with stringent information security. If required, Treeline can allow the client to handpick the team, and maintain a one-on-one relationship working solely on the client account.