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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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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