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.

COLLECT Questionnaires Schedule

Due diligence challenges faced by pension funds and supers

Data Overload

Data and document overload

Keep all your research in one place for easy access and version control.

Team

Compliance

Maintain a full audit trail and greater transparency across the organization.

Team (2)

Complex investment strategies

Adapt due diligence processes dynamically across managers and asset classes.

Repetitive Tasks

Repetitive and time consuming

Automate repetitive manual processes to speed up quarterly or annual monitoring.

Insights and resources for pension funds and supers

Dasseti COLLECT for pension funds and supers.

One platform, many use cases

  • Operational Due Diligence

  • ESG and DEI Data Collection

  • Monitoring

  • Document Management

  • Single Source of Truth

  • 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.

 

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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