Seriously

Our thoughts and opinions on the industry. How is it changing? What needs to change? What frameworks work.

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Is There Success In Your Name?

If you recall, we blogged about how we named ourselves. Your firm’s name is a representation of who you are, reflecting your unconscious biases, influenced...

Private Funds: Spotlight on Service Providers

With the ever increasing focus on independent administrations to support controls around valuations (i.e. AML/KYC and so forth), it’s interesting to visualize the...

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...

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...

What is Your Big "Data Strategy" for 2017?

The investment management industry has been leveraging terabytes of data, even before the phrase “big data” got coined. Firms like Bloomberg and Reuters led the first...

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...

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...

Fear of Investing

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...

Diligently Finding Alpha to Survive Bunnyland

These are challenging times for asset owners, particularly those with liabilities or obligations to fund with financial returns, such as pension funds, insurance plans, and endowments...

Track Record Investing

As the splashy spectacle that was the Rio Olympics slowly recedes into memory, the event can be looked at through an analytic lens. The BBC published...

Due Diligence In The Second Machine Age

In their fascinating book The Second Machine Age: Work, Progress, and Prosperity in a Time of Brilliant Technologies, Erik Brynjolfsson and Andrew McAfee synthesize research from...

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...

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