FUND OF FUNDS

Take the pain out of ongoing manager monitoring

Automate manual tasks and enhance oversight across all asset classes and external managers. Minimize risk and provide investors with the transparency they require.

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AXA Case Study header
SITUATION

AXA’s Zurich based multi-asset team were looking to reduce non value-adding ongoing external manager monitoring tasks, and increase process efficiency & standardisation across multiple asset classes.

SOLUTION

Diligend’s investor platform, Diligend Collect, transformed information exchanges, with scheduled information requests, automated risk flagging and a standardized, systematic review process

Diligend also provided AXA’s team with custom deal flows, and a centralized database to quickly access the most relevant external manager information for each asset class.

IMPACT

AXA migrated a 55 manager universe, including historic data, documents and contacts to Diligend and had live access to this information within 2 weeks.

Within 4 weeks, custom data views by asset classes (inc. custom data points) were configured and an automated schedule of unique information requests was in motion with external managers.

This reduced time allocated to ongoing monitoring tasks by 50% across the AXA Winterthur team.

Perform due diligence and monitoring at scale, across all asset classes

Diligend provides multi-managers with granular oversight and control over funds and managers regardless of asset class or strategy.

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.

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.

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.

BEST PRACTICE GUIDE

Digitizing your ODD Process

Step by step guide to transforming the ODD process

INSIGHTS

Australia's superannuation mega funds

INSIGHTS

Are fund selectors sitting on a vast data treasure trove?

INSIGHTS

2022 Due Diligence Trends

DILIGEND COLLECT

Designed for institutional investors

Automate your fund and manager due diligence and monitoring