An annual review of your fund manager – how to get an accurate evaluation?

The beginning of the year is the time for investors to review how well their portfolios perform, and how successful fund managers were in managing the investments in the previous year. In this article, we provide guidelines on what to ask and highlight the main evaluation areas to help create a complete and systematic fund …

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What are the expectations for the institutional investment market in 2021?

Even though we were all eager to send off 2020, no one really expected that when the clock struck midnight on December 31st, all 2020 problems will be gone. However, COVID-19 vaccine development’s announcement brought some general optimism, and the financial market was not an exception. Fund managers expect strong investment market recovery in 2021 …

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Diligend Launches ESG & Diversity Data Collection and Analytics module

Diligend announces the launch of a new module for institutional investors looking to effortlessly incorporate ESG & Diversity data disclosures. With this new solution, Diligend continues its mission to help institutional investors, fund managers, fund administrators and investment consultants collect and leverage data to improve investment decisions.  The new innovative ESG and Diversity disclosure module …

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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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FEG Investment Advisors Selects Diligend

  Diligend, a leading provider of investment management software, has been selected by FEG Investment Advisors (FEG), an independent investment consulting and OCIO firm, to automate and digitize the collection of  manager data and documents in its operational due diligence (ODD) of investment managers across public and private markets and hedge funds. FEG partnered with …

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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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