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Why does the fund manager selection process take so long and is there a way to shorten it?

The average time it takes to select an investment manager is between 3 to 6 months. For some, the process might take over a year or even longer, up to 36 months. Whether an investor is selecting between an established fund manager or a relatively unknown player, the selection process has always been a complex …

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Emerging Managers Due Diligence, how is it Different?

According to Preqin research, emerging PE managers offered LPs higher returns on an attractive risk-reward basis every year. Cambridge Associates also reported that emerging managers and smaller funds tend to outperform larger scale, more established funds. What obstacles do emerging managers face? A high-risk bias is the primary (but not the only) reason for constraints …

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What is Investors Plan for H1 2021Alternative Asset Allocation?

HFM, and the Alternative Investment Management Association (AIMA), the global representative of the alternative investment management industry, surveyed 65 investors (with US$3.8 trillion in total investor assets, US$156 billion of which is invested in hedge funds) and senior IR and marketing professionals from 135 hedge fund managers to discover the changes allocators plan for their …

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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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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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