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.

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spider-as-web-developer
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...

Track-Record-Investing
30 August 2016
Track Record Investing

The blog is about Innovation in track record investing.

How I Met Team DiligenceVault
27 July 2016
How I Met Team DiligenceVault

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...

Second Machine Age
26 July 2016
Due Diligence In The Second Machine Age

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.

28 June 2016
Fruitful Active Investing

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....

31 May 2016
How Do Firms Innovate?

We Didn’t Do Anything Wrong, But Somehow, We Lost…. Nokia’s smartphone division was recently acquired by Microsoft..

31 May 2016
Meet the Team

A geographically distributed team with diverse experience sets, from 4 countries.

29 April 2016
Hey Due Diligence, Knock Knock…

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...

research-alpha
28 April 2016
Due-diligence Bookends: Art vs. Commoditization

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...