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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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...
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...
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..
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...
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...
