New Developments in ESG and DEI Data Standardization, Transparency and Reporting Efforts
By now, it’s pretty well established that ESG investing by asset owners and allocators is no passing fad. All signs point to an only increasing importance to include ESG criteria for mandates by institutional investors. In addition to environmental concerns, investors are also taking a hard look at the diversity makeup of the managers they […]
Alternatives Manager Research through the Lens of Industry Standard DDQs
Bringing you an insightful view about alternatives manager research through the lens of industry standard DDQs,
ARTICLE: AsianInvestor – Leveraging technology to power alternatives manager research
Our recent article in AsianInvestor, Leveraging Technology to Power Alternatives Manager Research, discusses the importance of manager due diligence when…
What is a DDP?
The digital diligence platform (DDP) is a foundational tool for an asset allocator or investor. At DiligenceVault, we think it’s an exciting category in the industry! It’s more than one of those Saas-y fintech acronyms or another CRM tool, and merits an exploration of its own. Let’s explore why there’s a need for a DDP […]
The Dating.com of Due Diligence
Is diligence similar to dating? Think about it: Two parties meet, exchange information, and make a decision to commit or not. Similarly, a type of diligence occurs when a person is buying a house or a car, or when an investor is evaluating a fund investment. Diligence exists everywhere there is an exchange of information […]
Ten Reasons Why You Can’t Ignore Sustainable Investing
Sustainable investing, ESG integration, and impact investing all have their own distinct meanings but one thing rings true – it is a pre-requisite knowledge for the investors of the future as it is capturing the focus of the entire ecosystem including investors, asset managers, and stakeholders. 1. No Longer Niche: There are over 3,000 Principles […]
Delivering on the Promise of AI
AI’s potential: Speedier decisions, deeper analytics, and a transformed future through successful AI-driven digitization.
Data Disintermediation: The Gift that Keeps on Giving!
The investment management industry runs on data. Organizations build their businesses around carefully constructed, disciplined processes of collecting and analyzing information that are designed..
Retail or Institutional, Fund Research is Hard Work
This post extends Hansi Mehrotra’s original post in CFA Enterprising Investor Blog focused on Mutual Fund Research The time taken by institutional investors to research an investment manager may very well exceed the actual investment period. As a result, while some investment managers may blame investors and intermediaries for their short-term mentality, the more thoughtful […]