Manager Tracking & Due Diligence
Managing multi-asset class portfolios that include alternative investments and privately structured funds requires more than just a data warehouse. Capturing and reporting on the complex web of information surrounding fund management firms and their investment products pre- and post-investment is a Dynamo specialty. Dynamo reduces the time needed to collect data and gives you the tools to better understand it with our specialized investment management CRM and due diligence platform.
Some of the largest asset allocators around the world use Dynamo to drive their fund manager research, operational due diligence and portfolio monitoring. Dynamo’s 20-year focus on the alternative investment industry and use by fund managers and allocators alike put us in a unique position to provide a ready-made system for tracking fund managers and their related service providers.
Investment analysts use the CRM and RMS functionality built into Dynamo to capture documents, data and fund manager conversations to better understand past and current investment performance, exposures, attribution, strategy shifts, investment idea generation, team dynamics, and anything they feel drives performance and mitigates risks.