Month: February 2021

Deloitte partners with Diligend

Diligend, a leading investment management software provider that brings the power of technology to institutional investors and consultants, today announced it has added Deloitte Consulting as a client. Deloitte will use Diligend’s solution to digitize and streamline their processes, which include Operational Due Diligence (ODD) on investment managers and service provider RFPs and client surveys. …

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An annual review of your fund manager – how to get an accurate evaluation?

The beginning of the year is the time for investors to review how well their portfolios perform, and how successful fund managers were in managing the investments in the previous year. In this article, we provide guidelines on what to ask and highlight the main evaluation areas to help create a complete and systematic fund …

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