How can university endowment investment teams take portfolio monitoring and governance to the next level?
Can smaller university endowments emulate the Ivy League institutions with forward-thinking technology?
Address traditional due diligence challenges with Dasseti digital due diligence platform
Data overload
With a lot of data coming into the ODD team in different formats and from different sources, it can be hard to keep track.
Missing information
Without flagging and alerts, data collection may be incomplete or formatted incorrectly. Important disclosures could be missed.
Time consuming
The DDQ process can be lengthy and complex, multiplied as the number of managers increases.
Data accuracy issues
Manual data collection processes may not be as accurate as required.
Maintaining an audit trail
With manual processes, it can be difficult to maintain a clear audit trail that may be needed in the event of a review or investigation.
Key person risk
Over time, ODD processes become heavily dependent on specific individuals in the ODD team, which poses a risk of key person dependency.
Complex portfolios
As allocator portfolios become more complex, it becomes harder to initially review and continually monitor managers at an ever increasing pace.
Repetitive tasks
Regular ODD exercises can be repetitive and tedious, with ODD teams scouring and comparing documents for changes.
Dasseti was designed to meet the needs of endowment investment teams
Designed and built by investment sector professionals who understand the challenges faced by institutions like yours. Dasseti is more than a simple due diligence platform and offers research management, CRM, advanced analytics and risk management tools that will ensure you have the right information to hand, can meet regulatory and ethical requirements and uphold donor obligations.
DDQ Engine
Create questionnaires from scratch, use best practice templates or ingest pre-filled questionnaires. Simple, intuitive and customizable.
Fund and Manager Data Tracking
Set up pre-defined flags and alerts to track risks within funds or managers.
Workflows and Collaboration Tools
Fully customizable to match your own processes. Allocate tasks, track activities and progress. And see a full audit trail.
Review and Risk Management
Review only the data you want to see in the fully customizable review module.
Automated Scoring and Comparison
See how the portfolio looks at a glance, with customizable, automated scoring and comparison.
Analytics and Reporting
Fully customized, automatic report creation in any format. Linked directly to your CRM or database.
Manager Portal
The white-labelled manager portal is user friendly and intuitive. Managers can pre-fill from previous answers or drag and drop where required.
CRM and Document Management
Outlook and SharePoint integrations let you track contacts, emails and shared documents. Enrich your data.
Need clarification?
What is Dasseti?
Dasseti is transforming investment management with a powerful cloud-based digital platform that facilitates due diligence and monitoring at scale.
Do you work with university endowment investment teams?
Yes, Dasseti has a number of university endowment investment clients. If you'd like to know more get in touch and we can run through the benefits to institutions like yours.