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.
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