• Our recently published National Accounts 2023 BenchMark study revealed the increasing embrace of the due diligence function within National Accounts teams.
• As home office analysts face increasing pressure to research and design models, their demands on asset managers are becoming more stringent and complex, creating the need for National Accounts teams to exert greater control over the due diligence function.
• For nearly 85% of asset managers, the National Accounts team now directly oversees engagement with the research teams at their distribution partners, a trend that has steadily increased from an average of 69% over the preceding six years.

Due Diligence Organizational Structure, 2016 – 2023

Source: FUSE National Accounts Surveys, 2016-2023