Manager Selection

Posted by | December 16, 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...

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Posted by | December 8, 2021
Alternatives Manager Research through the Lens of Industry Standard DDQs

Bringing you an insightful view about alternatives manager research through the lens of industry standard DDQs,

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Posted by | November 10, 2021
ARTICLE: AsianInvestor – Leveraging technology to power alternatives manager research

Our recent article in AsianInvestor, Leveraging Technology to Power Alternatives Manager Research, discusses the importance of manager due diligence when...

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What is a DDP?
Posted by | September 16, 2020
What is a DDP?

The digital diligence platform (DDP) is a foundational tool for an asset allocator or investor. At DiligenceVault, we think it's an exciting category in the industry! It's more than one...

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The Partnership.com of Due Diligence
Posted by | August 31, 2020
The Partnership.com of Due Diligence

In our recent blog we discussed the widely adopted pre-investment initial due diligence construct in the industry, and how due diligence is like dating.

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The Dating.com of Due Diligence
Posted by | July 31, 2020
The Dating.com of Due Diligence

Is diligence similar to dating? Think about it: Two parties meet, exchange information, and make a decision to commit or not. Similarly, a type of diligence occurs when a person...

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KPMG-CAIA-AIMA-CREATE-Survey-2020-ESG-Strategy
Posted by | June 18, 2020
Ten Reasons Why You Can’t Ignore Sustainable Investing

Sustainable investing, ESG integration, and impact investing all have their own distinct meanings but one thing rings true – it is a pre-requisite knowledge for the investors of the future...

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AI for digitization
Posted by | April 28, 2019
Delivering on the Promise of AI

AI's potential: Speedier decisions, deeper analytics, and a transformed future through successful AI-driven digitization.

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data disintermediation
Posted by | December 21, 2018
Data Disintermediation: The Gift that Keeps on Giving!

The investment management industry runs on data. Organizations build their businesses around carefully constructed, disciplined processes of collecting and analyzing information that are designed..

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Posted by | January 30, 2016
Retail or Institutional, Fund Research is Hard Work

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...

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