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zeeshan March 22, 2020 0 Comments

Unlike other research platforms, BlueOnion features detail subsets of backward-looking quantitative data, forward-looking team practice data, and impact-driven sustainability data.  BlueOnion's advanced search allows you to identify the funds that are most ESG focused and the most

zeeshan March 22, 2020 0 Comments

Set up your team dashboard and invite fund houses to pitch by following your requirements and checklist for submission such as DDQ, suitability documents, key fact statements, etc...  Access the BlueOnion's full sets of DDQ and integrate

zeeshan March 22, 2020 0 Comments

A dashboard view of fund houses’ due diligence document submissions and the tracking of submission status.  Review the Multi-Format/Logic  Digital Questionnaire, add comments to incomplete forms.  Receive a notification when a document is received, see submission progress

zeeshan March 22, 2020 0 Comments

Upon approval of a mandate, export due diligence reports, set up digital forms and templates for AR analysis templates, share class, launch emails, and pre-trade in excel or PDF.  Set frequency for the fund house's reporting and

zeeshan March 22, 2020 0 Comments

Manage all approved funds list in "My Product Catalog" and search by asset types, region, risk profile, themes, investment styles, etc in tiles or list views.  Access the product key fact page with supporting narratives, documents, ideas,

zeeshan March 22, 2020 0 Comments

Stay focused and hold onboarded asset managers and their funds accountable while monitoring shortlisted portfolios on the go.  Access the snapshot of funds along the three dimensions of performance and risks, qualitative behavior along five pillars over