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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We Didn’t Do Anything Wrong, But Somehow, We Lost…. Nokia’s smartphone division was recently acquired by Microsoft..
A geographically distributed team with diverse experience sets, from 4 countries.
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...
In a recent Operational Due Diligence (ODD) conference, there was a lot of talk about the risk of commoditization. Well… What could have gotten this topic surfacing an in industry conference? Let’s go back to...
The concept of two people with a Bloomberg in a garage starting a fund has long faded from reality to become a mere figment of our imagination...
This blog introduces things you wished you knew about DiligenceVault Series! Growing up I repeatedly read the moral story (Aesop's fable) about a clever crow. One fine day, an extremely thirsty crow was flying around...
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...
