due diligence

Investor Profile

Compenswiss: The due diligence process behind a new private debt allocation

Recent high profile investor losses under score the importance of due diligence. As Compenswiss looks to mandate new private debt managers, chief investment strategist Frank Juliano talks through due diligence processes at the Swiss pension fund.

Sarah RundellJune 13, 2023

Investor Profile

Why internal management at Canada’s BCI includes ESG

For pension funds with large in-house teams that are also navigating the risk and opportunity of sustainable investment, a global head of ESG can play a vital role. Jennifer Coulson, the investor's first global head of ESG, explains why.

Sarah RundellJune 6, 2023

Investor Profile

LACERA: Why rebalancing is asset allocation’s best friend

Rebalancing back to asset class strategic ranges after a market rise or fall is one of the most vital seams of strategy at the $70.1 billion LACERA. It ensures the investment team remain consistent with investment policy statements, don’t try and time the market and avoid behavioural biases according to CIO Jonathan Grabel who calls is “the best long-term strategy we have”.

Sarah RundellFebruary 14, 2023

Manager Relationships

There is no substitute for due diligence

Principal-agent problems in asset management means there is no substitute for sound due diligence of asset managers. But how do you know if a manager is aligned with your long-term goals? Ariel Babcock and Matthew Leatherman from FCLTGlobal have some tips.

Ariel Babcock and Matthew LeathermanAugust 10, 2022

FIS Digital – May 2021

New managers struggle to get ahead via zoom

The interruptions to work and the revolution of technological tools in 2020 have changed thee way investors assess funds managers. A discussion around due diligence in a lockdown environment finds that allocators have tended to stick with existing relationships through the pandemic making it difficult for managers approaching investors for the first time to form relationships and win mandates.

Sarah RundellJune 3, 2021

Manager Relationships

How to find manager skill

The crisis has accelerated the industry’s adoption of technology for manager due diligence an area where it has traditionally lagged, according to founder of Inalytics Rick di Mascio who after 30 years in the job knows how to identify manager skill.

Amanda WhiteFebruary 4, 2021