thewealthnet

How to get a complete funds due diligence process

Eric Dickinson, independent consultant, 15/03/2019

Fund providers’ tender teams are, more than ever before, being overburdened with requests for information and requests for proposal (RFPs). This highlights the ever-increasing need for accessible due diligence information, and for a central repository to hold fund data, enabling instant assessments on the fund and the company providing the fund.

In a recent article, the benefits of an industry standard "golden-source" data repository were discussed. These benefits include having a repository answering the questions generally raised in a due diligence process, a database enabling ease of comparison of different funds, technology...


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