Digitize your ODD process

Data overload

With a lot of data coming into the ODD team in different formats and from different sources, it can be hard to keep track.

Missing information

Without flagging and alerts, data collection may be incomplete or formatted incorrectly. Important disclosures could be missed.

Time consuming

The DDQ process can be lengthy and complex, multiplied as the number of managers increases.

Data accuracy issues

Manual data collection processes may not be as accurate as required.

Maintaining an audit trail

With manual processes, it can be difficult to maintain a clear audit trail that may be needed in the event of a review or investigation.

Key person risk

Over time, ODD processes become heavily dependent on specific individuals in the ODD team, which poses a risk of key person dependency.

Complex portfolios

As allocator portfolios become more complex, it becomes harder to initially review and continually monitor managers at an ever increasing pace.

Repetitive tasks

Regular ODD exercises can be repetitive and tedious, with ODD teams scouring and comparing documents for changes.