We are delighted to announce that, following its own market analysis, FIL Investment Management Limited (Fidelity) has chosen AssetQ as fund due diligence provider for its platform fund governance and oversight. Fidelity has been able to start using AssetQ instantly and is integrating the system into its current fund platform due diligence process for the...Read More

Fund suspensions are nothing new and unfortunately such incidents will continue to happen in the future.  Naturally when a fund does suspend, this can invalidate a whole client portfolio from a suitability perspective, leaving organisations liable for the advice they provide. Remarkably access to the relevant information to spot an impending fund suspension has never been...Read More

Global Wealth Management People Moves June 2019 Fund DD provider hires former Pictet salesman Former Pictet and Goldman salesman Paul Gaston has taken on the position of commercial director at AssetQ. AssetQ, owned by SigMacity, is a depository of fund due diligence information. Mr Gaston will work with IFAs and investment managers to build the...Read More

Raising the bar: Inside AssetQ’s due diligence database   The evidence is there that fund providers and fund selectors want a single platform for fund due diligence information. All seem to agree the gathering of due diligence information, which is a key aspect of the fund selection and the ongoing investment checking process, is time...Read More

The mainstream news was quick to publicise the suspension of Woodford Equity Income fund yesterday following a significant redemption request from Kent County Council. News article here While recent performance of the fund had been less than stellar, the signals that might indicate these suspensions are often qualitative factors or data points that are not...Read More

WH Ireland, the corporate brokerage and private client wealth manager, has implemented a state-of-the-art technology solution, to enhance and streamline its collective investment funds selection and due diligence process. It recognises the need for technology to deliver the operational efficiencies needed to make discretionary investment management accessible and affordable to Financial Advisers and their clients....Read More

How asset managers can avoid being squashed by big data By Eric Dickinson 03 Apr, 2019 Fund providers’ tender teams are more than ever before being overburdened with requests for information and requests for proposal. This highlights the ever-increasing need for available due diligence information, and for a central repository to hold the due diligence data, to...Read More

The Wealthnet, 15/03/2019 Fund providers’ tender teams are, more than ever before, being overburdened with requests for information and requests for proposal (RFPs). This highlights the ever-increasing need for accessible due diligence information, and for a central repository to hold fund data, enabling instant assessments on the fund and the company providing the fund. In...Read More

How can fund selectors really carry out due diligence? Is a standard for fund due diligence needed? Do Wealth Managers Need A Standard For Fund Due Diligence Data? Mifid ii has exposed huge holes in wealth due diligence When you reflect on your funds due diligence process do you or your colleagues ever think – is...Read More