Dasseti

Unlock the Power of Form ADV Data with Dasseti Form ADV filings are a valuable source of insight. With Dasseti’s Form ADV Data Suite, ODD and Compliance teams can stay ahead of risks, track trends, and make smarter decisions, all within the COLLECT platform. How we help you work smarter: ? Stay informed – Real-time alerts keep you updated on critical changes, so you never miss a red flag. ? See the bigger picture – Historical comparisons and outlier detection help you spot trends across managers and funds. ? Keep everything in one place – Form ADV data is fully integrated into manager and fund profiles for a seamless workflow. ? Make faster, more confident decisions – AI-powered analysis cross-checks Form ADV data with DDQs and other filings. With Dasseti, you don’t just collect data—you turn it into a strategic advantage. Explore how our Form ADV Data Suite can simplify your due diligence process.

We're excited to launch The Allocation Agenda! Hosted by Steven MacDonald, the podcast is designed to bridge the gap between innovation and insight in the investment industry. Our aim is to create a living repository of cutting-edge knowledge, powered by the collective expertise of allocators and investment managers. Expect conversations that drive connection, collaboration, and growth in a rapidly evolving market. ??? In our first episode 'The Pros and Cons of Internal Versus External Investment Management', Matthew Stiling, Senior Operational Due Diligence Analyst at Investcorp-Tages, explores the challenges facing the industry, the evolving dynamics between internal and external managers, and how new technologies are improving data flow. ?? “The key to success in this industry is trust, transparency, and culture.” ?? Watch the full episode now: https://hubs.la/Q039rFLM0 #TheAllocationAgenda #Dasseti #InvestorRelations #OperationalDueDiligence #PrivateMarkets

Dasseti's CEO Wissem Souissi, and APAC Sales Director Connor Quinn are attending the AVCJ Private Equity Forum in Sydney this week! We're looking forward to catching up with clients and prospects, sharing updates, and gaining deeper insights into the evolving needs of the region’s investors - whether that's enhancing due diligence, ESG metrics, or streamlining investor relations. Get in touch if you'd like to book a meeting: https://hubs.la/Q039fM9Q0 #Dasseti #PrivateMarkets #Sydney #AssetManagement #PrivateEquity #InvestorRelations

We're looking forward to attending the New Private Markets Responsible Investment Forum this week in New York! Join Megan Murday and Billy Cotter at our working group session at 16:45 on Day 1, where we will be discussing how AI-driven tools are revolutionizing how to utilize ESG data, and how investors can harness these advancements for material value creation. Read our latest ESG insights here: https://hubs.la/Q0391Wkd0 #ESGData #ImpactInvesting #SustainableFinance #Dasseti

EU Omnibus: A Burden or an Opportunity? The EU Omnibus just reshaped sustainability reporting—scaling back CSRD, CSDDD, and the EU Taxonomy to reduce compliance burdens. ?? 80% fewer companies required to report under CSRD ?? Supply chain due diligence limited to direct suppliers ?? 70% fewer data points in EU Taxonomy reporting Some see this as a win for business—others argue it undermines transparency. But here’s the real takeaway: Sustainability data is business intelligence. Used right, it drives risk mitigation, innovation, and long-term value. The Omnibus isn’t the final chapter. How businesses approach ESG now will define their future. #Sustainability #EUOmnibus #CSRD #CSDDD #ESG #Dasseti #Regulation

Double materiality: Why it matters for businesses today Climate risks don’t just affect businesses—they are also shaped by them. ?? Financial Materiality – How external environmental risks impact a company’s financial health, from property losses to supply chain disruptions. ?? Impact Materiality – How a company’s actions contribute to environmental and social risks, such as carbon emissions and land mismanagement. With ESG reporting standards evolving, companies must consider both perspectives to build resilience and demonstrate accountability. ?? More than just a reporting requirement, double materiality is a framework for sustainable, risk-aware decision-making. Read our latest insights. #ESG #DoubleMateriality #Sustainability #RiskManagement #Dasseti

We're excited to be sponsoring AM TECH DAY APAC in Sydney on 11th March - we'd love to see you there! Join our morning workshop with JANA Investment Advisers for practical insights into how asset managers can streamline due diligence responses and enhance engagement with institutional investors. Register for free: https://hubs.la/Q038rsVs0 #Sydney #AMTECHDAY #Dasseti #AssetManagement

Exciting News! Dasseti Acquires Metric to Strengthen ESG Capabilities We’re pleased to announce that Dasseti has acquired Metric a leading ESG data collection and reporting solution. This strategic move enhances our ability to support institutional investors, private equity GPs, and fund managers in managing ESG data efficiently, securely, and at scale. With Metric’s expertise now integrated into Dasseti’s platform, our clients will benefit from: ? Enhanced ESG data collection tailored to investor and regulatory needs ? Streamlined reporting with automated, audit-ready insights ? Deeper analytics for more informed decision-making As ESG reporting requirements grow more complex, Dasseti remains committed to providing forward-thinking solutions that help investors and managers navigate sustainability with confidence. #Dasseti #ESG #PrivateEquity #Investing #Sustainability #MetricESG

We are very happy to announce our latest client - Rathbones Investment Management International Rathbones, one of the UK’s leading wealth managers with ￡109.2bn in funds under management and advice, has chosen Dasseti ENGAGE to streamline its consultant database management and enhance investor relations. With Dasseti ENGAGE’s innovative Narrative Templates, Rathbones can efficiently manage and update content across consultant databases, ensuring precise and consistent communication with stakeholders. This collaboration underscores Dasseti's commitment to delivering technology solutions that support investment managers to operate with greater efficiency and accuracy. Learn more about how Dasseti ENGAGE is transforming investor relations in the comments. #RathbonesGroup #DassetiENGAGE #ConsultantDatabase #InvestorRelations

Building bridges - both literally and figuratively! At our sales kick-off at the beginning of February, we took on a unique challenge in the Moroccan desert, working together to build bridges as part of our team-building activities. It was more than just an engineering challenge - it was a great exercise in teamwork, communication, and problem-solving. As a largely remote, global team, moments like these are invaluable. They reinforce the strength of our connections, our shared goals, and the importance of working together to overcome challenges - whether in the office or the middle of the desert! A huge thank you to the incredible team at Red Rock International Morocco for leading such an engaging and rewarding experience. ??See our teamwork in action below! #TeamBuilding #Dasseti #Offsite