Why the first stage of institutional review remains spread across websites, spreadsheets and email.
Despite the availability of commercial databases, the first stage of manager discovery remains fragmented. Information is spread across manager websites, presentation decks, regulatory filings, internal spreadsheets and email threads.
The result is that comparable managers are reviewed using non-comparable information. Structuring the basic institutional facts in a consistent format is a modest change with a disproportionate effect on review time.
Disclosure
FundIQ provides information-management infrastructure. It does not provide investment, legal, tax or regulatory advice; rate, certify or recommend managers or funds; conduct placement, brokerage or solicitation activity; or replace independent institutional diligence. Profiles may include information derived from public sources and information submitted by manager representatives. Users remain responsible for independently confirming all information before making an investment or commercial decision.