Thoughts on all things due diligence, innovation and investment management

Elevating ESG Reporting – An Interview with Chief Investment Officer Magazine

June 6, 2022 – ESG due diligence is key to understanding the risks and rewards of impact investing, especially with a lack of industry standards for measuring ESG investment risk.

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03 January 2022
9 Data and Tech Priorities In 2022 – The Year to Enable Data for Due Diligence

2021 has been a seminal year for DiligenceVault - a rapidly growing digital diligence network with over 30,000 users, a year when we went from digitizing 150 diligences a day to over 300. The challenges...

16 December 2021
New Developments in ESG and DEI Data Standardization, Transparency and Reporting Efforts

By now, it’s pretty well established that ESG investing by asset owners and allocators is no passing fad.  All signs point to an only increasing importance to include ESG criteria for mandates by institutional investors. ...

08 December 2021
Alternatives Manager Research through the Lens of Industry Standard DDQs

The term “alternative investments” is a general catch-all for any type of investment strategy not normally deemed long-only. Private capital strategies (real estate, private equity, venture capital, private credit) and hedge funds generally fall under...

21 October 2021
Fund Managers, RFPs and DDQs: It Doesn’t Have to be Painful

Not that long ago, fund managers responding to RFPs and DDQs meant maintaining documents of questions and answers accumulated over time, having various people in the firm make comments and edit responses (sometimes even writing...

23 September 2021
Rethinking your due-diligence strategy with non-traditional VCs

Over the past few years, a wide variety of investors have rushed headlong into the world of venture investing, enticed by the lucrative returns seen in the private markets. These investors, who fall outside the...

ESG Data Technology and Ratings
30 July 2021
Navigating ESG Diligence – Challenges and Opportunities

ESG has transitioned in asset allocator’s view as a value driver and not just a risk management exercise. Sustainable investments totaled $35.3 trillion, which is equivalent to around a third of assets under management in major...

DiligenceVault Network Growth
24 June 2021
The making of a diligence network

7 years of learning, growing and adapting The vision for DiligenceVault started with a problem set that I had faced as an investment risk professional - solving a diligence problem for investors and asset managers that...

Institutional Due Diligence Resources
29 April 2021
Getting Ready for Your First Institutional Due Diligence

Entrepreneurship is key to innovation in any industry. In the growing investment management industry of today, as we see a significant increase in emerging managers, it is rather important to understand how these managers can...

ODD Analyst Recipe
16 April 2021
The Recipe for a Perfect ODD Analyst

Have you ever wondered if you could just cook up a new career opportunity in your kitchen? We bring you the right...