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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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...
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...
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...
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...
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...
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...
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...
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...
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...
