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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Asset management trends 2020

Latest Trends In The Asset And Wealth Management Industry 2020

Fundamental change is accelerating The period of the tailwind of rising asset prices, growing AUM, and stable fees is over. After more than 20 years, the Asset and Wealth Management industry takes an entirely different road. Reasons for change? The forces of regulation, technology, and fierce competition account for main drivers of the change, which …

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Does Comprehensive Fund Monitoring Need to be Resource Intensive?

Do fund selectors really need more analyst hours to do detailed ongoing monitoring or to increase the number of funds on their shortlists? Or is there another solution? Proper fund manager due diligence is a fundamental part of the selection process. It can take time, a significant effort in resources, and after the manager is …

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Due Diligence on Passive Strategies – Not to Be Taken Lightly!

In 2019 market share for passively managed funds reached 45% of all assets in the US stock-based funds, according to Bank of America Merrill Lynch. Based on Morningstar’s report, at the end of September, passive funds even surpassed active funds in the total value of managed assets. Passively managed funds (both ETFs and mutual funds) …

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Why Is Technology so Important to OCIO Companies?

Outsourced chief investment manager (OCIO), discretionary CIO, delegated CIO – all these terms are used to define the same service – hiring an external expert to manage and get the most out of the investments. OCIO model enables an asset owner to delegate responsibility for managing part or entire investment portfolio, including making decisions around …

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Diligend’s stand in AVCJ´s article ”Operational due diligence: Query parameters”

In the article published in Asian Venture Capital Journal, our CEO Wissem Souissi had the opportunity to express his stand on the necessity to implement technology into the operational due diligence process. The article entitled ”Operational due diligence: Query parameters,” looks into how institutional investors are changing the way they conduct due diligence into the back-office …

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Is Virtual Data Rooms Use In Fund Due Diligence Is the Only Way to Collect Data?

Virtual data rooms (VDR) have been a common way of sharing data between investors and investment managers for years. VDRs are known as a secure, practical, and reliable tool for giving and getting insights into important business data, confidential documents, and financial information. There is no doubt that VDRs offer significant benefits, such as clear …

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Operational Due Diligence on Long-Only Asset Managers – It’s Here!

Long-only strategies or traditional asset classes are considered less risky, so consequently, long-only asset managers do not need to be subjected to in-depth operational due diligence (ODD) – or is it really so? Such an opinion was common prior to events in the industry that proved it wrong and reminded investors that ‘less risky doesn’t …

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