Tag: Operational Due Diligence

GAIM Ops West 2024 – DiligenceVault Takeaways

Read the takeaways and insights from our team who recently attended the GAIM Ops West 2024 in Carlsbad, CA.

Which Asset Management Due Diligence Questionnaires (DDQs) Are Available On DiligenceVault?

Which are the top industry DDQs? Which ad hoc and market driven events need rapid data collection and surveys? Refer our most recent blog as you build out your due diligence and monitoring program.

What’s On The Minds Of ODD Professionals – Top 9 Trends From Q2 2024

Read about the top 9 trends in Operational Due Diligence (ODD) from Q2 2024, as discussed with industry peers at our latest NYC Roundtable.

Operational Due Diligence for Multi-Asset Portfolios

Read the takeaways and watch the on-demand replay of our webinar 'Operational Due Diligence For Multi-Asset Portfolios.' focused on the various ODD trends, insights and best practices for multi-asset portfolios.

The Art and Science of Portfolio Scorecards and Risk Assessments

The five key use cases and best practices for building a tailored assessment framework, driving informed investment strategies, and fostering resilience over time.

ODD for Alternative Investments – 5 Takeaways from the MFA Ops Conference 2024

We bring you 5 takeaways on operational risks in alternative investments from MFA Ops Los Angeles Conference 2024. A rich discussion between GPs and LPs.

What’s on the Minds of ODD Professionals – Top 9 Trends from Q1 2024

Dive into the latest insights as DiligenceVault recaps top Operational Due Diligence (ODD) takeaways from Q1 2024, shedding light on the minds of industry professionals and key trends.

WHITEPAPER: Quantifying the Value of Operational Due Diligence (ODD)

This paper delves into the organization of ODD teams, covering internal, outsourced, and co-sourced structures. The selection depends on fiduciary mandates, internal expertise, resource availability, and investment program complexities.

WHITEPAPER: SEC Private Funds Rules Summary – What Does it Mean for DiligenceVault Clients?

Discover how SEC enhances their regulation of private funds advisors with a set of new and amended rules. - What does it mean for DV clients?

WHITEPAPER: Operational Due Diligence in 2023 and Beyond

This whitepaper explore the maturity of the various Operational Due Diligence programs, the various data sources leveraged by ODD teams, and how they are integrating their judgement and expertise with technology to create a risk-based ODD frameworks.