Pension Funds and Supers, get Visibility into External Managers and Funds
Pension Funds and Supers overcome common due diligence challenges with Dasseti COLLECT
Safeguarding members' investments is one of the most important concerns for supers and pension funds. Find out why corporate and public pension funds and supers use Dasseti COLLECT to perform ODD and investment due diligence, gaining visibility across the portfolio.
Due diligence challenges faced by pension funds and supers
Data and document overload
Keep all your research in one place for easy access and version control.
Compliance
Maintain a full audit trail and greater transparency across the organization.
Complex investment strategies
Adapt due diligence processes dynamically across managers and asset classes.
Repetitive and time consuming
Automate repetitive manual processes to speed up quarterly or annual monitoring.
Insights and resources for pension funds and supers
Get our free Best Practice Guide to Digitizing the Due Diligence Process
Step by step guide to taking your due diligence process to the next level.
How can Australian and New Zealand superannuation funds use digital due diligence to drive efficiencies and safeguard member investments in pension funds?
Managing risks in private market investments for pension funds
Dasseti COLLECT for pension funds and supers.
One platform, many use cases
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Operational Due Diligence
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ESG and DEI Data Collection
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Monitoring
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Document Management
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Single Source of Truth
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Reporting
Streamline your ODD process
Send questionnaires with ease and automate the tagging, flagging and alerts as the responses come in.
Set up workflows that mean your team follow a consistent process for every ODD exercise.
Scale your ODD operations with ease with Dasseti COLLECT.
Visualize your portfolio's ESG and diversity position
When investing in private markets it can be hard to obtain the data you need to track impact over time or understand your portfolio's ESG credentials.
Dasseti ESG for LPs allows you to collect multiple layers of ESG metrics, then aggregate, analyze and display in custom dashboards.
With standard templates from ILPA, EDCI, ESG Integrated Disclosure Project for Private Credit, Invest Europe and more already in the platform you can mobilize operations instantly.
Gain complete and continual visibility into your portfolio
Regular, consistent monitoring of funds, GPs and managers is time consuming and repetitive.
Dasseti COLLECT automates the monitoring process and allows you to scale operations effortlessly. Document scraping, auto comparisons, smart matching and custom workflows cut admin time in half and provide full visibility across portfolios.
Identify gaps, centralize and standardize your research documents
Empower your portfolio managers and analysts with highly organized research documentation.
Combine meeting notes, DDQs and market research in a single platform for easy viewing and custom reporting.
Bring order and efficiency with a platform that flexes to fit your specific workflows.
Seamlessly import documents from other systems and data rooms using robust APIs
Dasseti works in harmony with standard workflows and practices. Robust, secure APIs allow integration with other platforms and data rooms, allowing you to ingest data from multiple sources to view and analyze in the Dasseti COLLECT platform.
Speedy Reporting
Generate reports with a few clicks. Every date point can be embedded into customized report templates for speedy generation. Assist compliance teams with time stamped data on products, managers, operations, gender diversity or any metric you collect via questionnaires.
Dasseti COLLECT is packed with useful tools
Integration
No more flicking between platforms. Allow your systems to talk to each other with custom APIs. View your managers' Nasdaq eVestment data within the Dasseti COLLECT portal.
Fund, Manager and GP Data Tracking
Set up pre-defined flags and alerts to track risks within funds, GPs or managers.
GP and Manager Portal
GPs and managers can respond quickly and easily to your data requests in a web-based portal. We make it easy for them to pre-fill from previous answers or drag and drop where required.
CRM and Document Management
Outlook and SharePoint integrations let you track and manage contacts, emails and shared documents. Enrich your research and diligence data for a holistic view.
Workflows and Collaboration Tools
Build digital workflows and approvals processes that match the way your business works. Allocate tasks, track activities and progress. And see a full audit trail.
Review and Risk Management
AI-enabled features such as Chat with Docs mean you can review managers and funds easily in a fully customizable review module.
Automated Scoring and Comparison
See how your portfolio looks at a glance, with customizable, automated scoring and AI-enabled comparison features.
Analytics and Reporting
Create branded reports in minutes. Linked to your CRM or database.
Get a clear picture of your managers, GPs and funds