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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Second Machine Age
26 July 2016
Due Diligence In The Second Machine Age

The book review on 'The Due Diligence in the Second Machine Age' is contrasted with the adoption of due diligence technology in the asset management sector.

28 June 2016
Fruitful Active Investing

A summertime reflection on active and hedge fund investing, especially on the back of recent headlines covering large institutional investors exiting the hedge fund space, in addition to the investor narrative regarding fees and performance....

31 May 2016
How Do Firms Innovate?

We Didn’t Do Anything Wrong, But Somehow, We Lost…. Nokia’s smartphone division was recently acquired by Microsoft..

31 May 2016
Meet the Team

A geographically distributed team with diverse experience sets, from 4 countries.

29 April 2016
Hey Due Diligence, Knock Knock…

Investor Town What does a day at an end investor or an investment consultant who hires external managers look like? **Susan Lee (CIO):** Any ideas on what managers we should be looking at to add...

research-alpha
28 April 2016
Due-diligence Bookends: Art vs. Commoditization

In a recent Operational Due Diligence (ODD) conference, there was a lot of talk about the risk of commoditization. Well… What could have gotten this topic surfacing an in industry conference? Let’s go back to...

Seeding Managers
27 March 2016
From Emerging Managers to Superstars… Changing the Paradigm

The concept of two people with a Bloomberg in a garage starting a fund has long faded from reality to become a mere figment of our imagination...

diligencevault-naming
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...

Rating investment managers
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...