About Due Diligence SA
Registration is FREE!
Due Diligence SA provides Company Level and Product Level due diligence documentation for asset managers in South Africa. There is also an MDD (minimum disclosure document or factsheet) available for each product.
Due diligence documentation should form the basic library of every advisor, wealth manager, multi-manager, DFM (discretionary fund manager) or asset consultant. It should be a commodity and yet every asset manager is obliged to complete up to 50 due diligence questionnaires per annum requested by a variety of fund selectors.
There are three levels of subscription to Due Diligence SA.
-
- Fund selector – this is the financial advisor, wealth manager, multi-manager, DFM (discretionary fund manager) or asset consultant. With a few clicks, one’s library of the entire asset management industry is comprehensively completed. It is reviewed and curated at least quarterly or, on demand, if required.
Click here to register as a Fund selector
-
- Asset manager – the asset managers devote unnecessary resources that could be far more productively deployed to completing DDQs. With Due Diligence SA, the asset manager needs complete only one DDQ. Asset managers also run seminars, webinars and information sessions for all the fund selectors on a regular basis and frequently overlap with other asset managers resulting in sub-optimal attendance. Due Diligence SA will run a calendar for asset managers to ensure maximum turnouts at all events. Asset managers can submit Thought Leadership articles to advertise their current philosophies and views. Being seen on the Asset Manager page on this site is useful exposure for asset managers.
Click here to register as an asset manager
-
- Free access – product factsheets (more correctly called MDDs or minimum disclosure documents) are of interest to any investor and are available on every manager’s website. Due Diligence SA has made them all available in one place.
About Us
James Downie, BSc, MBA, CFP® has been in the investments and retirement fund industry for over 40 years. He was one of the first institutional asset consultants in South Africa when working for Ginsburg Life & Pension Advisors in the 1980s and has been advising clients and managing multi-managed and fund-of-funds investment portfolios since then. He has been described in the Financial Mail as “one of the best asset consultants in South Africa” and “one of the bolder thinkers in the industry”.
He has a passion for working “smarter not harder” and has a reputation for integrity and professionalism.
Clare Downie BSc, BSoc Sci (Hons) has recently joined the field after receiving her Honours in Applied Psychology (SACAP) and BSc in Human Biology and Psychology at UCT. She has a passion for working with people and enjoys challenging herself. Clare travelled to Ireland and the UK to expand her knowledge and gather experiences from the real world. She has a very sharp eye and vast knowledge in proof-reading and editing. Clare is always looking to improve efficiency and productivity for other people. She is currently the business manager for a small financial services company and therefore knows the ins and outs of the corporate world. Clare brings a unique set of skills from her psychological studies to help grow the business to its full potential.