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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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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