Qualitative data provides investment firms with a strategic advantage by highlighting the unique characteristics and strengths that set them apart in a competitive marketplace. This data encompasses narratives, explanations, and regulatory disclosures—information that cannot be easily quantified but is essential for investor communications, marketing materials, and regulatory documents.
The Assette platform is designed to manage qualitative data efficiently, providing a structured and secure environment for capturing, approving, and publishing this type of content. Assette ensures version control and compliance through built-in workflows and audit trails.
Types of Qualitative Data Managed in Assette #
Assette supports a comprehensive range of qualitative data categories, including:
Firm and Ownership Data #
This includes narratives about the firm’s history, mission, ownership structure, and key differentiators. This content helps articulate the identity and vision of the firm in client presentations, RFPs, and websites.
- Firm Overview: High-level summary of the firm’s background, values, and investment philosophy.
- Ownership Details: Information on firm ownership structure, partnerships, and affiliated entities.
People Data #
People-related data is crucial for demonstrating a firm’s intellectual capital and operational strength. Assette manages the following:
- Team Bios: Professional biographies highlighting experience, roles, and responsibilities.
- Photographs: Securely stored and linked to individuals across multiple outputs.
- Titles and Roles: Organizational hierarchy and functional responsibilities are maintained and versioned.
Strategy and Product Narratives #
Descriptive content about investment strategies and products, such as:
- Investment Philosophy and Process: Details about how investment decisions are made.
- Team Structure: Information about the team managing each strategy.
- Performance Commentary: Qualitative insights on market conditions, contributors/detractors, and portfolio changes.
Regulatory Disclosures #
Assette allows for detailed documentation and version control of compliance and regulatory disclosures, ensuring the latest language is used across all materials. These include:
- Legal disclaimers
- Risk statements
- Regulatory reporting notes
Master Questionnaire #
The Master Questionnaire is a centralized component in Assette for managing Q&A style qualitative data often used in RFPs, DDQs, and consultant databases.
- Question-Answer Pairs: Structured entries for rapid search and reuse.
- Approval Workflow: Content is routed through internal reviewers before publication.
- Version Control: Tracks changes over time for compliance and reference.