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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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...
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...
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....
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...
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...
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...
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...
DiligenceVault was an idea born from hours of wasted time. My experience in managing risk for a multibillion-dollar GP and a portfolio of LP investments had many rewarding qualities…
