Thoughts on all things due diligence, innovation and investment management

DV - Private Markets Due Diligence for Wealth Management

Private Markets Due Diligence for Wealth Management

In this blog, we share insights into how wealth management firms are building private markets capabilities and what role technology plays in their strategy.

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20 December 2016
How Did We Go from Singular to Plural Innovation?

January 2016: As the curtain was raised on the New Year, we started with a product in hand, a hungry team, high spirits, and eager prospective users doing trials. What started as an individual vision...

30 November 2016
Patchwork Quilt of Technology

Financial services at present stands at the crossroads of innovation. When the industry was flush, into the end of the aughts, there was no need to uproot technology to improve efficiency. Then when the global...

30 November 2016
Goals-based Investing OR Modern Portfolio Theory

Hansi Mehrotra, who leads DiligenceVault in Asia recently posed a question - Has Goals-Based Investing (GBI) Ruined Modern Portfolio Theory (MPT)? Especially for retail investors? Read it on CFA's Enterprising Investor blog What has driven...

31 October 2016
Click, Toggle & Scroll (To the Tune of “Shake, Rattle & Roll”)

The contemporary work environment offers the technology-enabled promise of connectivity, convenience, and productivity. Email provides information dissemination to individuals in incredible volumes. But email and documents are quarter-century old general application technology, and now they...

Fear of Investing
30 October 2016
Fear of Investing

Investors are capable of rational decision making. But we often see investing behavior edge on the side of irrationality. If all investors were rational, we would not see severe drops in markets and / or...

Bunnyland
30 September 2016
Diligently Finding Alpha to Survive Bunnyland

These are challenging times for asset owners, particularly those with liabilities or obligations to fund with financial returns, such as pension funds, insurance plans, and endowments and foundations whose budget depends on the returns. With...

spider-as-web-developer
30 September 2016
You call it creepy, we call it client service

Historically, products traditionally won via a strong distribution and marketing, or the superior quality of the product; the client experience per se did not seem to be of focus. Increasingly the focus has shifted from...

31 August 2016
Regulatory Filings, Bots and Golf…

After joining DiligenceVault, the first area I focused on along with the engineering team was institutionalizing the way we were looking at publicly available data. Starting with regulatory filings, largely driven by inbound interest, we...

30 August 2016
Track Record Investing

As the splashy spectacle that was the Rio Olympics slowly recedes into memory, the event can be looked at through an analytic lens. The BBC published a fascinating article: Why do swimmers break more records...