Due Diligence
The Allocator’s Edge: Scaling ODD with Data and Digital Insight
How Operational Due Diligence Is Being Transformed by Data and Digital Tools: Insights from Jason Windt of M&G Investments.
On-demand webinar: Designing Better DDQs - Practical Tips for Allocators
How allocators can streamline due diligence, improve data quality, and make better use of AI - without overwhelming managers or losing control of the process.
Dasseti
Jul 10, 2025
How do you get the insights you need from managers, without overloading them or delaying decisions?
In this short, practical session, Dasseti’s Head of Client Solutions, Aurelien Poulet, and CMO, Fiona Sherwood, unpack what best-in-class due diligence questionnaires look like today.
Drawing on years of experience working with allocators and managers across the globe, they share actionable tips to help you:
- Strike the right balance between depth and efficiency
- Tailor DDQs across asset classes and strategies
- Use structured questions and prefilling to save time
- Set deadlines that work for both sides
- Leverage tools like AI document scraping and response tracking to streamline your process
Whether you're refining your pre-investment templates or scaling your monitoring program, this conversation will help you design smarter DDQs that get better results.
Watch now
Enhance your due diligence with Dasseti COLLECT
From AI-powered prefilling to customizable DDQs and structured responses, it’s a smarter, more efficient way to monitor risk and strengthen manager relationships.