Blogs by Monel Amin New York, NY

Hello I'm Monel Amin.

Founder of DIligenceVault, Arthance. Former head of liquid investments risk @ Citi, CMU/Tepper and BVM Engineering alumna



Who Defines The Future of InvestTech?

Who Defines The Future of InvestTech?

Invest.tech /in’vest,tek/ noun data and technologies that support the processes of the world’s institutional investors: the pensions, endowments and foundations, family offices & trusts, fund of funds, insurance companies, wealth management platforms, and sovereign wealth funds. not to be confused with a recent acquisition by Accenture There has been limited investment and adoption in InvestTech – At this point, Microsoft is

Read more

OK Google, Which Firms Filed DRPs This Week?

OK Google, Which Firms Filed DRPs This Week?

It’s 2017 and Alexa, Siri, and Google Assistant are household names. Shouldn’t reviewing regulatory filings be as easy as asking this question? Though we started with that hypothesis, we recognize the pain points that the asset management industry faces. The volume of regulatory filing data is bursting at the seams. The need to track filing changes is important, but the process by

Read more

What Is Your Diligence Stack?

What Is Your Diligence Stack?

"One of the most consistent patterns in business is the failure of leading companies to stay at the top of their industries when technologies or markets change." Quote from a 1995 HBR Article The famous quote from Nokia's CEO: We Didn’t Do Anything Wrong, But Somehow, We Lost… is a recent reminder. Technologists have long used the terminology of a stack; and these

Read more

Why Did We Re-design Our Website?

Why Did We Re-design Our Website?

In 2016, thanks to our users, accelerators and network partners our product developed at a rapid pace. New use cases and inbound interests from new user segments provided the growth leverage. Our face to the world had to reflect the firm that we have become, and which required a re-design. Landing Page Our first impression! We wanted it to be simple, yet aspirational for

Read more

How Did We Go from Singular to Plural Innovation?

How Did We Go from Singular to Plural Innovation?

January 2016: As the curtain was raised on the New Year, we started with a product in hand, a hungry team, high spirits, and eager prospective users doing trials. What started as an individual vision was about to transform into plural innovation. For that, we thank the BELIEVERS; the team executing towards a vision, accelerator and investors backing this execution, and clients counting on

Read more

Goals-based Investing OR Modern Portfolio Theory

Goals-based Investing OR Modern Portfolio Theory

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 the recent popularity of goals-based investing for retail investors? The two key arguments on MPT that Hansi discusses are also relevant in the institutional investing space: Exclusion of Illiquid

Read more