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What are the expectations for the institutional investment market in 2021?

Even though we were all eager to send off 2020, no one really expected that when the clock struck midnight on December 31st, all 2020 problems will be gone. However, COVID-19 vaccine development’s announcement brought some general optimism, and the financial market was not an exception. Fund managers expect strong investment market recovery in 2021 …

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3 ways how wealth managers and private banks can assess more funds, more quickly — without additional costs and resources

Wealth managers and private banks work tirelessly to propose the best funds for their clients. This requires constant evaluation and assessment of funds’ risks and returns, to suit clients’ appetites and best interests. But the current fund selection and monitoring process is complex and involves countless components. Traditionally, the process has been a particularly onerous one, …

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ESG funds are seeing incredible inflows – but why?

ESG funds are seeing incredible inflows – but why? Environmental, social and governance (ESG) funds have never been more popular, attracting record cash flows. In the first two quarters of 2020, cash flows to sustainable funds exceeded $20 billion. That amount nearly matches 2019’s record-setting full-year total — in just six months. According to mutual …

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How to meet transparency needs without overloading investors?

As the years roll on, fund managers are continuously increasing the amount of information they share, from everything about their products to opinions on global macroeconomic events and outlooks. However, this has led to an undesirable result. Fund selectors are finding themselves inundated with a high volume of emails, updates, and an information overload from …

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5 Reasons Why Liquidity Is Becoming a Top Priority When Assessing Funds

Is liquidity in your investments as important as past performance, size, and brand quality when selecting and shortlisting funds? Most investors would say “No” in good market conditions, when nearly all investments can be bought and sold easily and without affecting prices. But liquidity becomes crucial in more volatile climates, when even assets that are …

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3 ways due diligence technology can help fund selectors while working from home

Custom digital questionnaires on an efficient, centralized platform can replace manual, error-prone Q&A procedures   In the aftermath of the COVID-19 outbreak, the world’s financial, insurance, and investment industries are adjusting to a “new normal” of quarantines and lockdowns. But unlike stoppages to in-person meetings with fund managers, the role of due diligence and monitoring …

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Does Comprehensive Fund Monitoring Need to be Resource Intensive?

Do fund selectors really need more analyst hours to do detailed ongoing monitoring or to increase the number of funds on their shortlists? Or is there another solution? Proper fund manager due diligence is a fundamental part of the selection process. It can take time, a significant effort in resources, and after the manager is …

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Due Diligence on Passive Strategies – Not to Be Taken Lightly!

In 2019 market share for passively managed funds reached 45% of all assets in the US stock-based funds, according to Bank of America Merrill Lynch. Based on Morningstar’s report, at the end of September, passive funds even surpassed active funds in the total value of managed assets. Passively managed funds (both ETFs and mutual funds) …

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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 …

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Is Virtual Data Rooms Use In Fund Due Diligence Is the Only Way to Collect Data?

Virtual data rooms (VDR) have been a common way of sharing data between investors and investment managers for years. VDRs are known as a secure, practical, and reliable tool for giving and getting insights into important business data, confidential documents, and financial information. There is no doubt that VDRs offer significant benefits, such as clear …

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