Analytically

Form ADV Regulatory Data Analytics
Posted by | March 31, 2021
Role of Regulatory Filings in Investment Decisions

Tis the season for investment advisors who do business in the US to file Form ADV, a key disclosure document required by the SEC.

Continue Reading
Posted by | March 31, 2020
What Public Data Tells Us About Private Market Funds

In the midst of the coronavirus, even with filing extensions allowed, this is the season when investment advisors who do business in the US must file Form ADV with the...

Continue Reading
Posted by | February 25, 2020
Top 10 Creators of InvestTech Unicorns

As an allocator or an asset owner, can you imagine managing your investment portfolio using a fully integrated, multi-asset, end-to-end, cost-effective, digital platform with stellar client service? Just imagine how...

Continue Reading
Posted by | June 29, 2019
India as An Investment Destination

India remains an attractive investment destination for the right reasons: its growing share of global GDP; the significant amount of investment necessary to support such growth; and its large population...

Continue Reading
Posted by | May 29, 2019
DV Looks at ESG

As (one of) the millennial(s) on the team, it is only natural I write an article on Environmental, Social, and Governance (ESG). Also from the perspective of a technology platform...

Continue Reading
Posted by | August 30, 2017
From Barbarians at the Gate to Data-driven Intelligence

Private investing has come a long way from the famed LBO story associated with mega deals and the relationships that make these deals happen. As the world goes increasingly digital,...

Continue Reading
Posted by | July 31, 2017
When AI Becomes the New Investment Option

Artificial Intelligence as a locus of investment is very tempting for asset owners. Expectations for AI are lofty,

Continue Reading
Posted by | June 30, 2017
Is There Success In Your Name?

If you recall, we blogged about how we named ourselves. Your firm’s name is a representation of who you are, reflecting your unconscious biases, influenced by your experience, beliefs, and...

Continue Reading
Posted by | April 28, 2017
Private Funds: Spotlight on Service Providers

With the ever increasing focus on independent administrations to support controls around valuations (i.e. AML/KYC and so forth), it’s interesting to visualize the state of the industry: Based on sheer...

Continue Reading
Posted by | March 31, 2017
Due Diligence on Emerging Markets Credit

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...

Continue Reading