DASSETI COLLECT

Centralised Oversight. Reduced Manual Work. AI-Ready Processes.

"With Dasseti, we could send 100 questionnaires at the click of a button… Everything is now stored in one place.”
Sandra Aldeguer, Senior Director, ESG & Operations, SLC Management

The Team Behind the Transformation

Marco Galvan, Managing Director, and Sandra Aldeguer, Senior Director of ESG & Operations, share how Dasseti COLLECT helped their team at SLC Management streamline manager oversight, reduce low-value tasks, and build a future-ready due diligence process.

 

TALK TO US

How Sun Life Capital Centralised Manager Oversight with Dasseti COLLECT

SLC Management is the institutional asset management division of Sun Life, overseeing external and affiliated managers across its global business units. Within this, the International Investment Center (IIC) acts as an internal investment consultant — responsible for manager selection, monitoring, and ESG integration across more than 100 managers worldwide.

As data volumes increased and processes became more complex, the team turned to Dasseti COLLECT to centralise workflows, improve consistency, and lay the foundation for AI-powered insights, all without increasing operational burden.

The Challenge

Too many managers. Too many moving parts. Not enough consistency.

With around 100 managers to oversee globally, the SLC Management team struggled with time-consuming due diligence processes and fragmented documentation. Manual tasks slowed their ability to act on insights.

  • Manager questionnaires sent out manually every quarter
  • Different team members using different file systems
  • No single source of truth for manager responses, attachments, or notes
  • Difficulty comparing responses across quarters
  • Growing pressure to act quickly during market events or risks

"The volume of data is not going down… searching through directories and looking for folders and documents was a huge challenge. Data fatigue is real."

Marco Galvan, Managing Director, Investment Research

The Solution

One platform. Streamlined process. Responsive support.

SLC rolled out Dasseti in phases, moving questionnaire workflows, attachments, and analysis into a centralized system. With Dasseti’s support team on hand, onboarding was smooth and collaborative.

"There was a sincere desire from the folks at Dasseti to help us find the solution... It wasn’t a vendor-client relationship, it was ‘Tell us what you’re struggling with, and we’ll help." 

Sandra Aldeguer, Senior Director, ESG & Operations

  • 100 managers onboarded in waves across three quarters
  • Consistent quarterly questionnaires sent out in one click
  • Seamless centralization of manager responses, attachments, and internal notes
  • Bi-weekly check-ins with Dasseti to optimize workflows
  • Ability to launch ad-hoc questionnaires during critical events


Results & Benefits

Time saved. Tasks simplified. Insights unlocked.

SLC quickly eliminated repetitive, manual work. The team gained consistency across manager reviews and improved transparency for internal stakeholders

  • Questionnaire distribution reduced to minutes
  • Consistent responses and reduced errors, regardless of who’s reviewing
  • Side-by-side comparisons across quarters now possible
  • All reading notes and attachments stored in one place
  • Foundation laid for further future AI-driven insights

 

"With Dasseti, we could send 100 questionnaires at the click of a button… Everything is now stored in one place,  attachments, responses, findings, even our reading notes."

Sandra Aldeguer, Senior Director, ESG & Operations

Ready to modernize your due diligence?


Discover how Dasseti COLLECT can help reduce repetitive tasks, improve consistency, and unlock insights from your data.

REQUEST A DEMO VIEW DASSETI COLLECT
DASSETI COLLECT

Why does your due diligence or research team need Dasseti COLLECT?

Collect, analyze, and compare manager and fund data faster with AI-powered automation.

Get the information you need, fast

Create questionnaires using templates, ingest pre-filled forms, and use AI tools to extract and populate data in minutes.

Never miss another warning sign again

Set your own pre-defined flags and alerts to track risks within funds or managers.

Do due diligence your way

Fully customize Dasseti COLLECT to match your workflows, with AI tools to enhance precision and speed.

Really understand your managers, funds and third parties

Our advanced review module helps you deep dive into specific managers, third parties or funds.

Data at your fingertips

Automated scoring and AI powered comparison tools helps you understand your managers and funds at a glance.

Brand your reports and outputs

Flexible, branded, automatic report creation using any data point. Link directly to your CRM or database too.

User-friendly response portal

Managers tell our clients that the response portal is user friendly and intuitive. They can even pre-fill from previous answers.

All your manager data in one place

Outlook and SharePoint integrations let you track contacts, emails and shared documents.

Related Insights