RAGE LiveWealthTM Fund Manager Due Diligence


Dramatic reduction in the cost, time and friction associated with due diligence of funds; may enable the evaluation of many more funds.

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Business Problem

  • Wealth management firms evaluate a large number of asset management firms for allocation of their assets.
  • Conducting due diligence of these funds is a time consuming and costly exercise; it requires the periodic gathering of large amounts of information relating to the fund and its performance.
  • Firms also desire a consistent evaluation of such funds through the use of a score
    card or other evaluation mechanism.

 

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Solution

  • RAGE provided an end-to-end solution for gathering and evaluating fund managers systematically.
  • A questionnaire-driven self-serve application can be provided t o all funds that wish to be evaluated; funds respond to questions and upload the necessary documents.
  • The RAGE solution automatically downloads, extracts and assesses the submitted information using internal scoring logic.
  • The RAGE solution can also draft a stub investment thesis report which can be edited by the investment analyst.

 

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Benefits

  • Dramatic reduction in the cost, time and friction associated with due diligence of funds; may enable the evaluation of many more funds.
  • Achieve consistency in evaluation.
  • Add new asset classes and types with ease.