DASSETI | Improving Your Fund Distribution and Making the Due Diligence Process Work for You
Workshop Stream Two
2025-03-11 | 09:45 AM - 10:15 AM | The Studio (Upstairs)
Synopsis
Ensuring your firm stands out during the due diligence process is critical for successful fund distribution. This workshop will provide practical insights into how asset managers can streamline due diligence responses and enhance engagement with institutional investors.
Understanding the Due Diligence Process
JANA, one of Australia's leading investment consultants, partners with institutional investors - including superannuation funds, insurance companies, endowments, and foundations - to provide investment advice and research-backed insights. With a rigorous manager research and monitoring process, JANA evaluates asset managers based on performance, risk management, governance, ESG integration, and operational due diligence.
JANA, one of Australia's leading investment consultants, partners with institutional investors - including superannuation funds, insurance companies, endowments, and foundations - to provide investment advice and research-backed insights. With a rigorous manager research and monitoring process, JANA evaluates asset managers based on performance, risk management, governance, ESG integration, and operational due diligence.
In this session and in partnership with Dasseti, a JANA expert will outline how institutional investors assess asset managers, what makes a fund stand out, and the key factors that define a robust due diligence profile. This segment will provide valuable insights into the expectations of institutional investors and how asset managers can effectively position themselves in the selection process.
Leveraging Technology to Optimize Fund Distribution
Dasseti will explore the role of technology in streamlining due diligence and enhancing engagement with allocators. We will demonstrate how JANA uses Dasseti COLLECT to structure and optimize manager responses, making them more accessible and impactful for institutional investors. Additionally, we will highlight the latest AI-powered capabilities across Dasseti’s platforms, showcasing how automation and intelligent data extraction can improve the efficiency, accuracy, and consistency of due diligence responses.
Dasseti will explore the role of technology in streamlining due diligence and enhancing engagement with allocators. We will demonstrate how JANA uses Dasseti COLLECT to structure and optimize manager responses, making them more accessible and impactful for institutional investors. Additionally, we will highlight the latest AI-powered capabilities across Dasseti’s platforms, showcasing how automation and intelligent data extraction can improve the efficiency, accuracy, and consistency of due diligence responses.
This interactive session will provide actionable strategies for asset managers looking to refine their fund distribution approach, improve engagement with institutional investors, and leverage technology to enhance their due diligence process.
Who Should Attend?
This workshop is designed for asset managers, fund distribution professionals, investor relations teams, and anyone involved in responding to due diligence requests from institutional investors.
This workshop is designed for asset managers, fund distribution professionals, investor relations teams, and anyone involved in responding to due diligence requests from institutional investors.
Join us to discover how leveraging technology can help you present your firm more effectively and enhance your fund distribution strategy.
