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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Atul Gawande’s 2009 book “The Checklist Manifesto: How to Get Things Right” details the author’s search across disciplines for ways to improve process outcomes, looking for techniques that could be applied in his own field...
Differentiation has become the touchstone of the future, and those funds that strategically embrace change in a way that responds to investor demands will be the ones that prosper going forward. – Paraphrasing E&Y (Global...
Private Funds: Spotlight on Service Providers
The word ‘moment’ is defined as a fixed reference point in time, or the effect of a force for change when the turn becomes clear. Our entrepreneurial journey is full of moments we will recount...
What is a market? mar•ket /′mar,ket/ noun A regular gathering of people for the purchase and sale of provisions, livestock, and other commodities. An area or arena in which commercial dealings are conducted. Markets are...
Invest.tech /in’vest,tek/ noun data and technologies that support the processes of the world’s institutional investors: the pensions, endowments and foundations, family offices & trusts, fund of funds, insurance companies, wealth management platforms, and sovereign wealth...
The investment management industry has been leveraging terabytes of data, even before the phrase “big data” got coined. Firms like Bloomberg and Reuters led the first big wave in capital markets. Today, big data is...
Explore further: What comprises your due diligence technology stack? Are shared drives, RMS, CRM, or DDP part of your toolkit?
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...
