Meet performance and accountability challenges head on
Diligend provides investment consultants and OCIOs with a more accurate, complete and robust set of data points.
Powerful analytics provide actionable insights and a full audit trail ensures compliance and accountability.
Why is technology so important to OCIOs?
The OCIO market has been growing steadily over the past five years as demand for specialist services increases. OCIOs are leaning more heavily on technology to help them meet this demand.
Leading investment consultant clients
One platform, many use cases
Operational Due Diligence
Investment Due Diligence
Investment Manager Monitoring
ESG and DEI Data Collection
Perform ODD pre or post-investment
Enhance your operational due diligence process. Diligend links directly to your CRM or database, automatically collecting files and scheduling emails and reminders. Monitor progress and tag communication with your managers. Add rules, flags and scoring. Collaborate with colleagues and gain deep insights into responses with real-time analytics.
De-risk the investment process
Keep investment portfolios on track by digitizing your investment due diligence process. Use Diligend's digital platform to perform due diligence on your investment portfolio, quickly and easily. Set your own flags, scores and alerts. Compare previous responses to show only what's changed.
Rich data in a single place, easily viewed
Use custom data points to create fund or manager profiles that meet your unique requirements. View in a simple list for easy comparison and quick reference.
Maintain visibility and oversight of delegates
Regulators are beginning to pay closer attention to the delegation of investment management functions. In Luxembourg and Ireland particularly, there is specific guidance on how managers are expected to maintain oversight of a delegate or counterparty. Diligend is an ideal platform for delegate oversight, facilitative initial due diligence, deep dive qualitative due diligence and ongoing due diligence.
Gain complete and continual visibility into your portfolio of managers
Regular, consistent monitoring of investment managers is essential for investors, investment consultants and other asset owners.
Diligend de-risks the investment process by making it easier than ever to open regular dialogue with your managers.
Managers will enjoy using Diligend's intuitive portal to provide the information you need on a regular basis.
Ensure subadvisers meet expectations
Subadvisors bring specific expertise and track record to support an investment portfolio. Ensure you have the very latest profiles across the subadvisor landscape with Diligend's due diligence platform.
Custom dashboards make it easy to see data at a glance
ESG and Diversity, Equality and Inclusivity issues are at the top of the agenda for many investors and citizens. Any data points can be collected via the Diligend platform and displayed in custom dashboards. Diligend has digitized the ILPA DDQ which includes diversity metrics from the PRI. Or clients can design their own questionnaires to collect the specific information they need to see.
Streamline the data gathering and analysis process and make more informed choices
- Digitized DDQ Engine
- Fund and Manager Tracking
- Workflow and Collaboration Tools
- Review and Risk Management
- Automated Scoring and Comparison
- Analytics and Reporting
- Research and Document Management
- CRM Capabilities
Diligend for Consultants
Contact us to discuss your exact requirements
Diligend is flexible and can meet the varied needs of consultants
- Every feature in DIligend Collect, plus
- Dedicated Client Portal
- Private Cloud Hosting
- White Labelling
- 24/7 Support
- Advanced Custom Reporting