Superior Product Due Diligence, Shelf Management Guidance and Reg Tech
DDW At a Glance
How We Can We Help You?
Due Diligence (Product Committee in a Box)
Home Office Product Committee in a Box
DDW helps firms with product shelf add/keep/replace recommendations, regulatory preparation, and documenting the why behind your unique product shelf, processes and procedures
Packaged Product Due Diligence
At, DDW, due diligence is always on. DDW provides firms with robust quantitative and qualitative product due diligence leveraging the DDW 4 box analysis, in-depth digital due diligence reports, and carrier scores
A la carte Services
We call them dirty jobs, and we do a lot of them. What are the must do jobs standing in your way of more valuable work? Jobs like Carrier DDQ's and Share Class Reviews are just a few of the dirty jobs we help our customers with.
Technology (for Home Office and Advisors)
Product Research Portal
The only product research and comparison portal your advisors need. Access product scoring, due diligence and dynamically populate similar products across all categories in one click in the comparison module
Reg BI Wizard
The industry's most intuitive Reg BI wizard to quickly document for regulation's best interest. Auto-populate reasonably available alternatives in click across ALL product categories. Something only a due diligence company can provide
The ERISA Wizard
The ERISA Wizard helps firms comply with PTE 2020-02. Quickly research ERISA plan expenses in one click compared with your advisor's recommendations configured to your product shelf.
Our Annual Conference
DDW's Annual Conference
January 30th, Las Vegas
Carrier Service Score Survey
INDUSTRY NEWS
Regulator Corner
Get up to date info on regulatory news. See DDW's analysis and how it may effect your firm.
Docupace - DDW Integration
Investment and Insurance Products
We cover them all. You would expect your Financial Professional to look across products before selecting the best choice for a client. You should expect the same from your due diligence firm.
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Annuities
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Life Insurance
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Mutual Funds
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Exchange Traded Funds
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Managed Money
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Unit Investment Trusts
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Structured Products
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Alternative Investments
What We Believe Is Important
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Due diligence is not just for the back office. Organizing research and tailoring the information to the correct audience is a key reason our content is used up and down the organization from the front office to the back.
Financial Services can be a complicated business, especially when reading a prospectus or sifting through product data. We turn data into actionable information and speak in plain English.
And should not be that expensive. We have already done the hard work on product due diligence. Putting it all together into Reg Tech (Reg BI and 401k Rollovers) is pretty straight forward for us.
Due Diligence Can Help Sales
Gone are the days of thick due diligence reports which nobody reads. There is great content produced through proper due diligence, we take great pride in producing these reports, but even more in how it is consumed. Our content is meant to be read by home office (analyst to president) and by Financial Professionals. We show products in a way that FPs need to see to help their clients.
We also believe Financial Professionals are typically good at talking to clients about market commentary. But often struggle to convert that conversation into a product sales tied to the client need. We have created the DDW Market Insights which takes the current market conditions and talks to actual products that can implement that market idea. This is helpful for the FP and Sales Managers to have the right conversation to help clients and grow the business.
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Welcome to Our Blogs
Are You Ready for More Client Complaints?
As we enter the last quarter of 2024, here are a few predictions for 2025.
How Does DDW Stay Up-to-Speed on What Carriers are Thinking and Doing?
This Blog is Part of The “Raising the Bar” Series From Due Diligence Works, Inc.
Overview of US ETF and Mutual Fund Asset Flows from April 30, 2023, to April 30, 2024
The largest asset class that experienced the largest outflows was the Mixed Asset category, and the largest inflows were Bonds. DDW excludes money market asset class because money market funds are specific to mutual funds, not ETFs.
DDW Review of Blackstone Real Estate Income Trust Valuation Methodology
How real estate managers value their underlying properties has come up in the news recently. The $59 billion Blackstone Real Estate Income Trust — more commonly known as BREIT — valuation process has fallen into question. In a New York Times Article, “The Big Questions Hanging Over a Blackstone...
Active ETFs Good or Bad? But Certainly Needs Some Thought!
We first saw these types of products mostly restricted to the fixed income asset class, but we are now seeing providers launch equity strategies.
DOL Changes
relationship is formed. In tandem, the DOL also released their final amendments to prohibited transaction exemptions (PTEs) available to investment advice fiduciaries. The effective date of this new rule is September 23, 2024, with a one-year transition period. However, two PTE 202-02 conditions...
Regulations Driving Annuity Product Development
As a reminder, Interim Value is used to calculate account value when a client withdraws money, partial or full, or when a client utilizes the Performance Lock feature before the segment term date. In the first quarter of 2023, the National Association of Insurance Commissioner released the...
DDW Annual Client Conference 2024
Thank you to an amazing group of clients who attended the DDW Client Conference this week. We covered it all: Products, Compliance, and Technology. The DDW Community keeps growing stronger, which makes us all better. See you all next year. www.duediligenceworks.com
Variable Annuities Sales are Coming with the Risk On Trade
As the Fed continued to raise the Fed Fund Rate, what impact has this had on the annuity product lines? On the surface, we may know the answer; however, what does it really look like. In the following charts, DDW will compare how the different annuity lines fared in the increasing rate environment.
What Happens to a REIT When Markets Get Scared?
According to Stanger Investment Banking, non-traded REITs raised almost $12bn in 2019 and nearly $11bn in 2020. In 2021, Blackstone Group’s BREIT fund raised just short of $25bn. Real estate research firm Green Street estimates that, at the peak of fundraising in the fourth quarter of 2021,...