Skilled surfer on a big wave as a symbol of successful OCIO in a turbulent sea of the investment market.

Why Is Technology so Important to OCIO Companies?

Outsourced chief investment manager (OCIO), discretionary CIO, delegated CIO – all these terms are used to define the same service – hiring an external expert to manage and get the most out of the investments. OCIO model enables an asset owner to delegate responsibility for managing part or entire investment portfolio, including making decisions around…

Diligend’s stand in AVCJ´s article ”Operational due diligence: Query parameters”

In the article published in Asian Venture Capital Journal, our CEO Wissem Souissi had the opportunity to express his stand on the necessity to implement technology into the operational due diligence process. The article entitled ”Operational due diligence: Query parameters,” looks into how institutional investors are changing the way they conduct due diligence into the back-office…

Image of the traffic lights, symbolizing that operational due diligence can result with the red light for prospective manager

Operational Due Diligence on External Fund Managers – Is It That Important?

Investors commonly expect that their capital will be subjected to loss or gain primarily due to market and investment-related factors. However, and especially with alternative investments, most fund managers failures have been linked to non-investment related factors. Operational Due Diligence is growing in importance and fund managers operational quality is becoming a prominent selection factor…

Image of clear picture through a glass ball, symbolizing increased transparency in investment performance reporting by following GIPS

Manager Claim of GIPS Compliance – Does It Really Matter?

Is a manager claim of GIPS compliance just another marketing tool or an indicator of the investment manager’s trustworthiness? The Global Investment Performance Standards (GIPS®) were launched in 2000, to help assure pension funds and other investors that asset managers’ investment performance is fairly presented and fully disclosed. In the early years, GIPS compliance was…