PENSION / SUPERANNUATION FUNDS

Make Sure your Funds, Managers and GPs Measure Up

 

DASSETI COLLECT FOR PENSION AND SUPER FUNDS

Overcome Common Due Diligence Challenges

Data Overload

Data and document overload

Keep all your research in one place for easy access and version control.

Team

Compliance

Maintain a full audit trail and greater transparency across the organization.

Team (2)

Complex investment strategies

Adapt due diligence processes dynamically across managers and asset classes.

Repetitive Tasks

Repetitive and time consuming

Automate repetitive manual processes to speed up quarterly or annual monitoring.

DASSETI COLLECT FOR PENSION FUND INVESTMENT TEAMS

One platform, many use cases

  • Operational Due Diligence

  • ESG and DEI Data Collection

  • Monitoring

  • Document Management

  • Single Source of Truth

  • Reporting

Streamline your ODD process

Send questionnaires with ease and automate the tagging, flagging and alerts as the responses come in.

Set up workflows that mean your team follow a consistent process for every ODD exercise.

Scale your ODD operations with ease with Dasseti Collect.

Visualize your portfolio's ESG and diversity position

When investing in private markets it can be hard to obtain the data you need to track impact over time or understand your portfolio's ESG credentials.

Dasseti ESG for LPs allows you to collect multiple layers of ESG metrics, then aggregate,  analyze and display in custom dashboards. 

With standard templates from ILPA, EDCI, ESG Integrated Disclosure Project for Private Credit, Invest Europe and more already in the platform you can mobilize operations instantly.

 

Leaf icon

Gain complete and continual visibility into your portfolio

Regular, consistent monitoring of funds, GPs and managers is time consuming and repetitive.

Dasseti Collect automates the monitoring process and allows you to scale operations effortlessly. Document scraping, auto comparisons, smart matching and custom workflows cut admin time in half and provide full visibility across portfolios.

Identify gaps, centralize and standardize your research documents

Empower your portfolio managers and analysts with highly organized research documentation.

Combine meeting notes, DDQs and market research in a single platform for easy viewing and custom reporting.

Bring order and efficiency with a platform that flexes to fit your specific workflows.

Seamlessly import documents from other systems and data rooms using robust APIs

Dasseti works in harmony with standard workflows and practices. Robust, secure APIs allow integration with other platforms and data rooms, allowing you to ingest data from multiple sources to view and analyze in the Dasseti  Collect platform.

Speedy Reporting

Generate reports with a few clicks. Every date point can be embedded into customized report templates for speedy generation. Assist compliance teams with time stamped data on products, managers, operations, gender diversity or any metric you collect via questionnaires.

Dasseti COLLECT is packed with useful tools

APIs and Integration

No more flicking between platforms. Allow your systems to talk to each other with custom APIs. View your eVestment data within the Dasseti COLLECT portal.

Fund, Manager and GP Data Tracking

Set up pre-defined flags and alerts to track risks within funds, GPs or managers.

GP and Manager Portal

GPs and managers can respond quickly and easily to your data requests in a web-based portal. We make it easy for them to pre-fill from previous answers or drag and drop where required.

CRM and Document Management

Outlook and SharePoint integrations let you track and manage contacts, emails and shared documents. Enrich your research and diligence data for a holistic view.

Workflows and Collaboration Tools

Build digital workflows and approvals processes that match the way your business works. Allocate tasks, track activities and progress. And see a full audit trail.

Review and Risk Management

Review managers and funds in a fully customizable review module.

Automated Scoring and Comparison

See how your portfolio looks at a glance, with customizable, automated scoring and comparison features.

Analytics and Reporting

Create branded reports in minutes. Linked directly to your CRM or database.

CLIENT WIN

NGS Super takes due diligence digital with Dasseti 

INSIGHTS

How can pension funds manage risks when investing in private markets

INSIGHTS

How Australian and New Zealand Superannuation funds can use digital due diligence to safeguard member investments

DASSETI COLLECT FOR PRIVATE MARKETS

Designed for institutional limited partners

Get a clear picture of your managers, GPs and funds