DASSETI ALLOCATOR OFFER

Create and share a custom questionnaire with your fund managers

Would you like to create and share a digital questionnaire with your entire manager universe, quickly and easily?

Collect any data point, for example, use the B-BBEE scorecard to assess your managers against the national targets. View the results as they come in, using an interactive dashboard that gives you the big picture information you need, in minutes.

Sign up at the bottom of the page with your email address and we will be in touch with the next steps.

Dasseti is award-winning

Dasseti has been recognized by the sector, as leading the fields of due diligence, ESG data collection and data management.

DASSETI COLLECT

Why do asset allocators choose Dasseti Collect?

It is one platform, with many use cases.

  • Operational Due Diligence

  • Investment Due Diligence

  • Investment Manager Monitoring

  • Research and Document Management

  • Delegate Oversight

  • Monitoring Sub-advisors

  • ESG and DEI Data Collection

Pre or post-investment

Enhance your operational due diligence process. Dasseti links directly to your CRM or database, automatically collecting files and scheduling emails and reminders. Monitor progress and tag communication with your managers. Add rules, flags and scoring. Collaborate with colleagues and gain deep insights into responses with real-time analytics.

LEARN MORE LET'S CHAT

Make the right investment decisions

Keep investment portfolios on track by digitizing your investment due diligence process. Use Dasseti's digital platform to perform due diligence on your investment portfolio, quickly and easily. Set your own flags, scores and alerts. Compare previous responses to show only what's changed.

LEARN MORE LET'S CHAT

Gain complete and continual visibility into your portfolio of managers

Regular, consistent monitoring of investment managers is essential for investors, investment consultants and other asset owners.

Dasseti makes it easier than ever to open regular dialogue with your managers.

LEARN MORE LET'S CHAT

Centralize and standardize your qualitative investment research

Empower your analysts with rich data that can be compared and analyzed as easily as quantitative data. Bring order and efficiency to investment research with a solution that flexes to fit your specific workflows.

LET'S CHAT

Maintain visibility and control over delegates

Regulators are beginning to pay closer attention to the delegation of investment management functions. In Luxembourg and Ireland particularly, there is specific guidance on how managers are expected to maintain oversight of a delegate or counterparty. Dasseti is an ideal platform for delegate oversight, initial due diligence, deep dive qualitative due diligence and ongoing due diligence.

LEARN MORE LET'S CHAT

Ensure sub-advisors meet expectations

Sub-advisors bring specific expertise and track record to support an investment portfolio. Ensure you have the very latest profiles across your sub-advisor landscape with Dasseti's due diligence platform.

LEARN MORE LET'S CHAT

Custom dashboards to display the data you need to see

ESG and Diversity, Equality and Inclusivity issues are at the top of the agenda for many investors, asset managers, private equity firms and citizens. Any data can be collected via Dasseti Collect and displayed in a custom dashboard to show emissions, diversity, or any other metric. Dasseti has digitized the ILPA DDQ which includes diversity metrics from the PRI. Or clients can design their own questionnaires to collect the specific information they need to see.

LEARN MORE LET'S CHAT
DASSETI COLLECT

Trusted by some of the world's leading investment organisations

Sign up to the offer before 31 August 2023