Document Due Diligence Mutual Funds 
Insight Partners
DECEMBER 5, 2024
Mutual funds and ETFs often comprise hundreds of underlying holdings, making accurate calculations dependent on evaluating each security’s ESG rating and aggregating the results based on portfolio weight. Isolating specific risks is daunting given the multi-layered nature of financial instruments.
Pension Pulse
MAY 8, 2023
including "extensive training, document verification, biometrics and multiple layers of audits." There's blame to be passed upon the mother who obtained the false documents so her child could work. Blackstone told us "extensive pre-investment due diligence showed PSSI had industry-leading hiring compliance."
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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. If fiduciaries were to behave as fiduciaries there would be fewer issues with these life insurance illustrations! The New York Court of Appeals Constitutionally affirmed Reg 187 in October 2022. And 0:30:26.4
Sara Grillo
MAY 8, 2023
Well, you’ve seen the website and… Yeah, the Andy actually bought an IU policy and he’s taking us with him on his journey, he has a whole website that goes over all the documents that he got when he bought it and… It’s absolutely phenomenal. No, that’s no problem. Excuse exactly.
The Big Picture
APRIL 11, 2023
DAMODARAN: Well, you know, I’m glad you brought up Apple because I think of all the things Steve Jobs did that made the kind of rebirth of Apple possible, the first was on the original iTunes disruption, he told the team, and this is, I think, well documented, act like you’re a startup. We also tell them to do due diligence.
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