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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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Operational Due Diligence on Long-Only Asset Managers – It’s Here!

Long-only strategies or traditional asset classes are considered less risky, so consequently, long-only asset managers do not need to be subjected to in-depth operational due diligence (ODD) – or is it really so? Such an opinion was common prior to events in the industry that proved it wrong and reminded investors that ‘less risky doesn’t …

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How Are New Technologies like AI, Big Data, and Blockchain Impacting the Investment Management Industry?

New technologies are finding their way in the asset management industry, but the advancements are slow. Big Data, Blockchain, Artificial Intelligence (AI) and, Machine Learning (ML) are all tools that are starting to find their feet in the asset management industry as different managers are trying to leverage on technologies to give themselves a competitive …

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External Asset Managers Due Diligence Solution – Build or Buy?

The dilemma of whether to build or to buy fund managers due diligence solution – how to decide what´s right? With so many managers and the numerous strategies they offer, selecting the right one from the crowd is a complex operation. When reviewing external asset managers from either an investment or operational perspective, efficiency, time …

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