Our expressions on all things due diligence, fintech, digital transformation, and life at DiligenceVault.

The Making of DiligenceVault

October 2015 – DiligenceVault was an idea born from hours of wasted time. My experience in managing risk for a multibillion-dollar GP and a portfolio of LP investments had many rewarding qualities…efficient decision making was unfortunately not one of them.

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30 January 2016
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...

15 December 2015
Explain Yourself

How We Are Managing “Explanation Risk” (and coined yet another buzzword while using the most over-used chart in the investment industry. High fives ALL around!) In every investment professional’s life, the 4-quadrant (“quad”) analysis is...

12 December 2015
Influencing Investment Manager Risk Thinking (2/2)

Even the best asset allocations fall short if not executed effectively. How do investors ensure that their investment strategy delivers the return to meet their goals, especially when they share execution responsibility with external investment...

24 November 2015
No Risk, No Reward. And No Revolution!

Why I joined DiligenceVault Let’s start with a little background on me. Having spent over 10 years in the investment management world learning about hedge fund, private equity and real estate investing, I met many...

20 November 2015
Influencing Investment Manager Risk Thinking (1/2)

We are pleased to introduce the “Seriously” channel of our blog with a focus on a critical component of investment success for multi-manager portfolios: Risk Management.

13 October 2015
The Making of DiligenceVault

DiligenceVault was an idea born from hours of wasted time. My experience in managing risk for a multibillion-dollar GP and a portfolio of LP investments had many rewarding qualities…