How Research Affiliates Submits Compliant DDQs with a 62% Automation Rate
How Research Affiliates Submits Compliant DDQs with a 62% Automation Rate
6 PagesResearch Affiliates, a quantitative asset manager known for smart‑beta and multi‑asset solutions, uses Loopio’s software to submit compliant, high‑quality due diligence questionnaires at scale. Loopio enabled them to nearly double their automation rate to 62% in one year and maintain a lean, accurate library of 1,362 DDQ and investment‑FAQ entries. By auto‑populating answers from a central repository and streamlining collaboration with compliance and subject‑matter experts, the small team can respond faster, reduce manual work, and ensure consistent, audit‑ready DDQs without growing headcount.
