The Motley Fool

MAY 13, 2024

In a world where people here buy low, sell high, and they know that mutual funds, we talked about this in recent weeks, mutual funds rebalance by selling off their winners to add to their losers. Then just preparing for selling, conducting reverse due diligence. This one comes from the year 2017.

Due Diligence 130

Due Diligence Investing Mutual Funds Companies 130

Pension Pulse

MAY 8, 2023

Blackstone told us "extensive pre-investment due diligence showed PSSI had industry-leading hiring compliance." But it seems, that diligence failed to find what was obvious to investigators watching a shift change in a parking lot. Taylor will receive the prize May 2 in a private ceremony at London's Buckingham Palace.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

Sara Grillo

JUNE 12, 2023

It requires care, skill, prudence, and due diligence (a best interests standard of care) to be followed when selling insurance. 2017, Nov 15). If fiduciaries were to behave as fiduciaries there would be fewer issues with these life insurance illustrations! link] National Association of Insurance Commissioners. And 0:30:26.4

Due Diligence 59

Due Diligence Consultants Consulting Accounting 59

The Big Picture

APRIL 11, 2023

2017, you looked at Google and Facebook, I remember being in a discussion with my friend, Scott Galloway and he said, we got to break up these companies. DAMODARAN: We’re going to do our due diligence. We also tell them to do due diligence. They’re going to dominate the world. RITHOLTZ: Right.

Education 119

Education Finance Financing Taxes 119

Pension Pulse

NOVEMBER 10, 2023

Our original investments were made between 2015-2017. Vestcor’s investment and risk management teams consider responsible investment issues when conducting their initial investment due diligence and through their ongoing monitoring activities. Sold our 45% stake in a portfolio of medical office buildings in Southern California.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Somehow no one in due diligence ever asked them about any of this. Prohibits you from showing a back test for a mutual fund or an ETF.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59