Check!

Check!

Atul Gawande’s 2009 book “The Checklist Manifesto: How to Get Things Right” details the author’s search across disciplines for ways to improve process outcomes, looking for techniques that could be applied in his own field as a cancer surgeon. His findings are relevant to the investment process and due diligence. Like a Surgeon Gawande came to do broad research on checklists when

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What Is Your Investment Engagement ROI?

What Is Your Investment Engagement ROI?

Differentiation has become the touchstone of the future, and those funds that strategically embrace change in a way that responds to investor demands will be the ones that prosper going forward. – Paraphrasing E&Y (Global Hedge Fund & Investor Survey) Creating differentiation in an increasingly competitive landscape not only requires innovation in investment product/strategy and best-in-class operations, but also a strategic focus

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Private Funds: Spotlight on Service Providers

Private Funds: Spotlight on Service Providers

With the over increasing focus on independent administrations to support controls around valuations (i.e. AML/KYC and so forth), it’s interesting to visualize the state of the industry: Based on sheer number of funds, who are the top service providers? We are a bit hesitant in adding up gross assets or regulatory AUM, so we’re showing you an info-graphic based on

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Memorable Moments in the Life of an Entrepreneur

Memorable Moments in the Life of an Entrepreneur

The word ‘moment’ is defined as a fixed reference point in time, or the effect of a force for change when the turn becomes clear. Our entrepreneurial journey is full of moments we will recount here - Fun, profound and leading to lots of lessons learned! We code in sprints, but sell in marathons :) A moment during the first month of starting this new

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Due Diligence on Emerging Markets Credit

Due Diligence on Emerging Markets Credit

What is a market? mar•ket /′mar,ket/ noun A regular gathering of people for the purchase and sale of provisions, livestock, and other commodities. An area or arena in which commercial dealings are conducted. Markets are essentially social constructs. For all the quantitative methods employed in the analysis of them, this social aspect, including shared history and expectations, forms the basis of the

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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

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