Diamond Consultants

NOVEMBER 21, 2023

When it comes to due diligence and even a transition, no two advisors – or their paths – are the same. Here’s why that matters… It’s interesting how advisors think that many of the processes around due diligence and transition are the same. And, of course, there are certain steps that pretty much are what they are.

Due Diligence 52

Due Diligence Mutual Funds Consulting Consultants 52

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. It's as simple as that.

Due Diligence 130

Due Diligence Investing Mutual Funds Companies 130

Ron A. Rhodes

AUGUST 9, 2023

Before choosing specific securities (stocks, bonds, mutual funds, etc.), a preliminary step in portfolio design is discerning the investment strategies that should be utilized. The choice of investment strategies, in…

Mutual Funds 59

Mutual Funds Portfolios Investing Due Diligence 59

The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. Really interesting. Michael Carmen: 00:01:38 [Speaker Changed] Sure.

Hedge Funds 65

Hedge Funds Mutual Funds Funds Due Diligence 65

Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. Hedge Funds Hedge funds are alternative investment vehicles that employ a diverse range of investment strategies and techniques to generate returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. Hedge Funds Hedge funds are alternative investment vehicles that employ a diverse range of investment strategies and techniques to generate returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

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. No pension fund wants to invest in private companies that abuse immigrant children.

Due Diligence 52

Due Diligence Education Pension Funds 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. 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

Due Diligence 59

Due Diligence Consulting Consultants Accounting 59

The Big Picture

AUGUST 29, 2023

That’s become the largest fund in the world. What goes into managing a fund of that size and that importance to Vanguard? Just making sure that we have unbelievably talented professionals who are truly dedicated to managing these index funds on a day-to-day basis. DAVIS: I mean, it really starts with the people.

Due Diligence 52

Due Diligence Assets Funds Portfolios 52

Sara Grillo

MAY 8, 2023

No, that’s no problem. SARA GRILLO: Okay, you start with that point. BOBBY SAMUELSON: It’s pretty remote. The problem for them is that they went into this deal thinking they were gonna hurt and ET 788%, and they actually end up earning 3 E45%, and that… Is that now their whole financial plans… Erectus Earl. Excuse exactly.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

Ron A. Rhodes

MAY 3, 2024

An excerpt from Ron’s forthcoming book, Mastering the Scienceand Art of Investing: Multi-Factor Strategies for Portfolios Both Prior to and During Retirement

Investing 43

Investing Due Diligence Portfolios Mutual Funds 43

Sara Grillo

FEBRUARY 13, 2023

This is a restrictive type of investing that aims to avoid directing funds into sin investments such as tobacco, etc., Richey’s research found that found a “Vice Fund” produced a greater risk-adjusted return over the market portfolio (Richey, 2016, as per Swedroe, 2016). They aren’t issuing shares to fund their operations.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

Pension Pulse

NOVEMBER 10, 2023

The Fund, which includes the combination of the base CPP and additional CPP accounts, achieved a 10-year annualized net return of 9.6%. For the quarter, the Fund’s net return was 0.1%. For the period, the Fund’s net return was negative 0.7%.

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. A lot of ’em went to buy side hedge funds.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59

The Motley Fool

JANUARY 29, 2025

Among client segments, we also had a strong quarter with hedge funds and wealth managers as we grew our firmwide subscription run rate growth by 15% and 12%, respectively, excluding FX. billion from one of our large pension fund clients. Turning to hedge funds. Turning finally to asset managers.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Big Picture

APRIL 11, 2023

DAMODARAN: But an ETF gets funded the next year on small-cap stocks. DAMODARAN: Or it could be some unique characteristic, pension funds pay no taxes. It’s because they wanted to get back at the hedge funds. DAMODARAN: We’re going to do our due diligence. We also tell them to do due diligence.

Education 119

Education Financing Finance Taxes 119