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

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.

Financial Services 69

Financial Services Due Diligence Startups Hedge Funds 69

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

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 can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.

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 can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

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

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 Consultants Consulting Accounting 59

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

MAY 8, 2023

No, that’s no problem. SARA GRILLO: Okay, you start with that point. Excuse exactly. SARA GRILLO: But that is a total return… Not a price return. BOBBY SAMUELSON: Not it probably is.

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

The Big Picture

AUGUST 29, 2023

And then our team works very closely with them in terms of the due diligence process and making sure that that index is constructed in a way that we’re comfortable and the right levels of controls are in place. And a big part of it is, do you have the credit team that can do the due diligence?

Due Diligence 52

Due Diligence Assets Funds Portfolios 52

Pension Pulse

NOVEMBER 10, 2023

Vestcor’s investment and risk management teams consider responsible investment issues when conducting their initial investment due diligence and through their ongoing monitoring activities. The executive summary and full paper are available here. This needs to change. 30 and is the smallest sum since August 2021.

Investing 59

Investing Buyout Stakes Assets 59

Sara Grillo

FEBRUARY 13, 2023

So the greenwashing underneath the fund is a whole nother layer that most regular people cannot go that deep into due diligence and figure this out. Because even if you got the right ESG ETF that you just can live with and sleep at night and all that jazz, some of the companies that make it in probably do this number.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

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

The Motley Fool

JANUARY 29, 2025

Our new private credit dataset provides terms and conditions transparency on more than 2,800 private credit funds and more than 120,000 private credit holdings to support various due diligence and portfolio management needs. Turning finally to asset managers. Greg Simpson -- BNP Paribas Exane -- Analyst Hi there. Thank you.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Big Picture

APRIL 11, 2023

DAMODARAN: We’re going to do our due diligence. We also tell them to do due diligence. It shows up in mutual funds, where people put their money in a mutual fund. We’re going to put brakes on this process for six months and look at the numbers. RITHOLTZ: Right. RITHOLTZ: Sure.

Education 119

Education Finance Financing Taxes 119