Thoughts on all things due diligence, innovation and investment management

“the rise of esg investing and the future of ESG investing”

The Rise of Impact Investing – And Top Industry Groups That Are Addressing It

March 7, 2022 – Demand for ESG investing is exploding across the investment spectrum, giving rise to a number of sustainability working groups in many industries. We’ve rounded them up here.

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27 March 2016
What’s in the Name

This blog introduces things you wished you knew about DiligenceVault Series! Growing up I repeatedly read the moral story (Aesop's fable) about a clever crow. One fine day, an extremely thirsty crow was flying around...

25 February 2016
Rating Everything…From Investment Managers to Men’s Hairstyles

Why do we rate funds? Rating investment managers is a mechanism that attempts to normalize an otherwise complex research process using a combination of quantitative and qualitative techniques. In our day-to-day life we are constantly...

24 February 2016
The Perfect Hedge

In a world of negative yields, oil price roller coasters, European bank weakness, and intra-day volatility resulting from global interconnectedness, it is natural to want to add a loss floor, minimize return volatility, or both....

31 January 2016
Cybersecurity WaR (What’s at Risk)

Why is cybersecurity important? Here are a few not so fun, but revealing facts about cybersecurity (credited to Verizon 2015 Data Breach Investigation Report: Did you know that it takes approximately 205 days between intrusion...

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.