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.

Read More
14 February 2017
What is Your Big “Data Strategy” for 2017?

The investment management industry has been leveraging terabytes of data, even before the phrase “big data” got coined. Firms like Bloomberg and Reuters led the first big wave in capital markets. Today, big data is...

31 January 2017
What Is Your Diligence Stack?

Explore further: What comprises your due diligence technology stack? Are shared drives, RMS, CRM, or DDP part of your toolkit?

20 December 2016
How Did We Go from Singular to Plural Innovation?

January 2016: As the curtain was raised on the New Year, we started with a product in hand, a hungry team, high spirits, and eager prospective users doing trials. What started as an individual vision...

30 November 2016
Patchwork Quilt of Technology

Financial services at present stands at the crossroads of innovation. When the industry was flush, into the end of the aughts, there was no need to uproot technology to improve efficiency. Then when the global...

30 November 2016
Goals-based Investing OR Modern Portfolio Theory

Hansi Mehrotra, who leads DiligenceVault in Asia recently posed a question - Has Goals-Based Investing (GBI) Ruined Modern Portfolio Theory (MPT)? Especially for retail investors? Read it on CFA's Enterprising Investor blog What has driven...

Fear of Investing
30 October 2016
Fear of Investing

Investors are capable of rational decision making. But we often see investing behavior edge on the side of irrationality. If all investors were rational, we would not see severe drops in markets and / or...

30 September 2016
Diligently Finding Alpha to Survive Bunnyland

These are challenging times for asset owners, particularly those with liabilities or obligations to fund with financial returns, such as pension funds, insurance plans, and endowments and foundations whose budget depends on the returns. With...

30 September 2016
You call it creepy, we call it client service

Historically, products traditionally won via a strong distribution and marketing, or the superior quality of the product; the client experience per se did not seem to be of focus. Increasingly the focus has shifted from...

30 August 2016
Track Record Investing

The blog is about Innovation in track record investing.