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Wednesday, February 7, 2024

Due diligence hub provides multi-asset fund knowledge

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Due diligence system DDhub has added multi-asset fund due diligence knowledge to its free database.

The is free to Monetary Planners and helps them evaluation their centralized funding proposition.

The brand new multi-asset vary due diligence service has a library of over 100 questions specializing in the fund group and the fund itself.

These questions have been answered by 57 fund ranges, with one other 20 to be added shortly.

The fund group questions cowl governance and oversight, operational infrastructure and resilience, custody preparations, enterprise continuity and ESG.

The fund vary questions have a look at particulars of the proposition, what property are used, liquidity, charges, funding course of and threat administration.

Monetary Planners can both use the query group units offered or develop their very own query set specializing in what’s necessary to them and their purchasers.

Current customers will robotically achieve entry to the brand new multi-asset fund knowledge alongside platform and DFM knowledge.

The DDhub due diligence system was developed in 2015 by Defaqto founder David Lee and former excessive web price adviser Chris Jones.

Mr Lee mentioned: “That is one other step in our journey to provide advisers with the data they should meet the FCA’s due diligence expectations. There are many good analysis instruments on the market, however none which carry the depth of due diligence knowledge the FCA count on advisers to have a look at, so we’re delighted to fill this vital hole.

“TR16/1 mentioned they’ll’t depend on advertising data from suppliers, so we constructed a streamlined on-line system to assist them, with scoring and reporting instruments to proof their compliance course of. Advisers may ‘comply with’ suppliers to get automated updates when issues change, which can assist them meet their PROD monitoring necessities.”

DDhub was constructed to assist advisers with their regulatory requirement to contact analysis and due diligence on the providers and suppliers they advocate to purchasers.

It gives free due diligence data on discretionary managers, platforms and multi-asset funds.


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