DFM Due Diligence Made Simple
PROD requires you to segment your client base and develop separate investment propositions for each segment.
If you’re looking to use DFM services to deliver any of those CIPs, DD|hub can revolutionise your due diligence process.
What is DD|hub?
DD|hub is a comprehensive library of due diligence questions, with responses from major discretionary investment managers and specialist boutiques. It provides a simple, centralised solution for advisers to manage the DFM due diligence process.
Learn more here.
- A library of over 360 due diligence questions to choose from
- Or use a pre-built question set to get started quickly
- Review multiple managers
- Use filters to sift the number of managers you look at
- Rapid access to due diligence responses
- Flexible framework, to help you record your assessment
- PDF and Excel Data export
- Monitors selected investment managers for ongoing compliance
- Free to advisers – register now
Why use DD|hub?
If you use discretionary investment managers, DD|hub makes due diligence straightforward. It will save hours of administrative slog and frustration. The answers to the questions you have chosen will be delivered instantly (in most cases) and in a structured format so that subsequent comparison and selection is made easier.
The framework helps you filter the market, home in on discretionary managers that meet your requirements and conduct deeper analysis. The system records your work and selections which you can save for reference and compliance purposes. It also allows you to automatically monitor discretionary managers you are interested in, on an ongoing basis.
The system is constantly growing so if you don’t see a discretionary manager you want, just ask and DD|hub will contact them.
It’s free, easy to use and quick - so sign up and see what’s available
If you want more information call Chris Jones or David Lee on 0203 633 2185, visit the website or click here to register.