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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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Due Diligence of External Investment Managers – Digitize or Jeopardize!

In the eyes of many people, the investment world is a representation of the ultimate modern business. Yet when it comes to adopting new technologies, investment management tends to be much more conservative. A sector that is so dynamic and quick to act on changes in the market is extremely slow in enhancing its established …

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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 …

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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 …

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What to Ask When Conducting Due Diligence on Private Equity Funds?

In our previous article “What are the specificities of due diligence questionnaires when applied to alternative investment funds”, we concentrated on the specificities of the DDQ for Hedge Funds. In this article, we focus on DDQs for Private Equity Fund Managers. Investments in Private Equity funds are by nature long-term and illiquid. This puts an additional …

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What Are the Specificities of Due Diligence Questionnaires When Applied to Alternative Investment Funds?

How specific due diligence questionnaires can be when assessing a Hedge Fund or a Private Equity Fund? Find out in the article… Alternative Investments continue to increase in popularity, and year-on-year institutional investors have been increasing their allocations to those asset classes. Diversification might be the principal reason but also a search for: higher yields, …

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How Important Is the Qualitative Judgment in Investment Managers Selection Process?

Why is a qualitative asset manager due diligence as important as a quantitative one? Find out in the article… Although an increasing number of investors and consultants recon that qualitative screening and monitoring is equally, if not more important, than the quantitative side of the due diligence, the practice shows that decision process is still …

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Seven Reasons Why Investment Managers Research Databases Will Not Replace DDQs and RFPs

Databases and shadow searches on one side, questionnaires and RFPs on another make together the perfect match in your asset managers due diligence. The Investment Managers Research Industry is evolving, and like all industries, the change is being driven by the increasing use of technology to optimize the various processes. Managers databases are one of …

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How Is Sustainable Investing Impacting Investment Managers Screening and Monitoring Activities?

Identify the right manager for your responsible investment mandate through specific due diligence questionnaires. More and more institutional investors are adopting responsible investment approaches and signing in for UN Principles for Responsible Investment (PRI) or local stewardships codes, including some of the largest asset owners in the word (GPIF, CalPERS, APG, AP3, etc.). Indeed, since …

How Is Sustainable Investing Impacting Investment Managers Screening and Monitoring Activities? Read More »

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