With challenging market conditions, thousands of investment strategies and new ones appearing each day, research for the best investment manager has become extremely important.
Consequently, more and more efforts are spent on manager selection and monitoring. Due diligence processes are being defined and refined, and investors and consultant teams are becoming more rigorous. However, from a technological perspective, the tools haven’t evolved.
Allocators are usually equipped with analytics and data tools, used to evaluate past performances and risks. These tools cover mainly the quantitative side of due diligence.
However many topics remain neglected: process management, research, digitization and distribution of due diligence questionnaires, data collection, qualitative assessment of managers. Diligend was founded with the aim to address those issues.
Our secure and easy-to-use web-based software solution supports all the stages of the due diligence process. It consolidates the collection of critical information for the quantitative and qualitative assessment while providing easy traceability of data and documents. The solution also offers the possibility to customize RFPs and questionnaires and contains tools for real-time collaboration across internal divisions and teams, as well as externally with managers.