[Editor’s note: This is a guest post from Jeremy Todd, Head of West Coast Sales at Orchard Platform. Orchard Platform is a silver sponsor and will be in attendance at LendIt USA 2015 on April 13-15. In this post and attached white paper, he talks about key considerations for institutional investors and investment managers.]
We recently announced Orchard Platform’s first ever white paper titled, The Essential Eight Best Practices to Marketplace Lending Investing: Key Considerations for Institutional Investors & Investment Managers, which you can download here. The purpose of this paper is to highlight the challenges that institutional investors and investment managers face investing in marketplace lending and offer a set of best practices to assist both groups in successfully investing in this new asset class. To provide the greatest possible benefit to both institutional investors and managers, this paper will:
- Highlight the 10 main challenges that institutional investors and investment managers experience investing in marketplace lending
- Present a list of 8 essential best practices that can help investors and managers
- Offer a detailed sub-checklist within each best practice
- Provide an aggregated checklist of 25 overall considerations for both investors and managers in following the essential eight best practices
This paper is meant to establish best practices for marketplace lending investing. We hope this content will provide institutional investors insight to properly understand and invest in marketplace lending and help investment managers implement the required infrastructure and operational processes to effectively get allocations from institutional investors. The insights, considerations and best practices provided here are intended to address the challenges that both investors and managers confront in marketplace lending. We believe the successful implementation of these eight essential best practices in marketplace lending investing will allow for more rapid allocations of new institutional capital to this asset class.
We hope that you take the time to read this white paper. Please feel free to contact us if you have any questions. We look forward to seeing everyone at LendIt next week.
