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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Top SWF Selects Diligend

  Diligend, a leading provider of investment management software, has been selected by one of the biggest sovereign wealth funds (SWFs) in the world to digitize and automate fund Due Diligence across the traditional, hedge, and private equity asset classes. The client’s objective is to normalize, centralize, and leverage on the high volume of unstructured …

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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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Diligend Live Profiles

Diligend launches Live Profiles

Diligend launches Live Profiles, a unique tool for institutional investors and investment consultants that automatically sorts, structures, and scores the information that they receive from prospective or invested fund managers. Whilst screening for new fund managers or monitoring existing ones, allocators collect a huge amount of data and documents through questionnaires and emails. Digitized due …

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Institional investors coping with the pandemic impact

Coronavirus and Institutional investment

10 Ways the Coronavirus Pandemic Has Affected Institutional Investment Activities Below, we have summarized some of the main themes recently shared by institutional investors on how the current market’s volatility is impacting their allocations, focus and plans. 1. Access to Previously Closed Hedge Funds  Keeping track of some of the best managers’ closed funds as they …

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