Active management has been under attack for the last several years and continues to lose market share to passively-managed strategies. With the surge in popularity among index funds and ETFs, firms have scaled back on due diligence professionals that have traditionally focused their efforts on finding unique investment strategies. Analysts are stretched and no longer have the time necessary to vet new investment ideas. We believe the only way for boutique investment managers to stay relevant in an evolving marketplace is to make it easier for analysts to source and research their investment strategies.
The Dakota Network is a centralized platform for due diligence analysts to find unique investment strategies and valuable qualitative information, free of cost. The Network is intended to reduce the time it typically takes analysts to complete their due diligence on a new manager, which can delay directed asset inflows months or even years, by providing readily available, high-quality content in one place.
Our standardized content offerings make it easy for investment managers to deliver quality information in a variety of formats, including professionally-written narratives, audio files, and video. We coach you through replacing generic sales and marketing material with meaningful content that sets your strategies apart.
As a member of the Dakota Network, your investment strategies can be easily discovered and researched by due diligence analysts across the country, expanding your reach through one central portal. Scale your communication efforts by answering analysts' questions directly through the Network instead of fielding multiple phone calls and meetings.
Stay front-of-mind with analysts who track your strategies by posting relevant updates and keeping content current. Analysts are notified the moment your information is uploaded, alleviating the time-consuming process of communicating portfolio updates.
Due diligence analysts create value by finding high-quality, actively-managed investment strategies before everyone else. Unfortunately, identifying undiscovered managers is difficult without the right set of tools, and traditional due diligence methods can be inefficient due to the slow pace of scheduling calls and gathering useful information. The industry has been slow to adapt to the self-education movement, making it even harder to act quickly on great ideas. In response to these challenges, we created the Dakota Network to serve as your centralized source of objective qualitative data on boutique investment strategies.
Finally, analysts can find valuable information on unique investment strategies in one place, free of charge. For each strategy, a variety of media is available to provide a deep look into the investment team, process, and portfolio. No matter how you prefer to consume information, the Dakota Network makes it easier to collect the data you need.
You will not find more of the same generic sales and marketing content within the Dakota Network. Professional due diligence analysts have written comprehensive narratives for each investment strategy to provide you with unique and unbiased insights, not industry taglines.
With the Dakota Network, there's no need to chase down information. Simply click a button and you will automatically be notified when a manager posts new content or updates their data at quarter-end. Still have questions? Ask the portfolio manager directly through the Network and receive a response without having to schedule a formal meeting.
Stay organized by storing your due diligence notes and files privately and securely within the Network. Manage your own experience by creating customized groups to focus your efforts or tagging an investment manager to research later.