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 MoreHistorically, 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...
Much like Ted Mosby's trials and tribulations in How I Met Your Mother, it's both fun and inspiring to sit down and draw up an info graphic in a single dimension that lays out the...
The book review on 'The Due Diligence in the Second Machine Age' is contrasted with the adoption of due diligence technology in the asset management sector.
A summertime reflection on active and hedge fund investing, especially on the back of recent headlines covering large institutional investors exiting the hedge fund space, in addition to the investor narrative regarding fees and performance....
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...