Twenty‑five DDQs a month. An afternoon.
Manage investment portfolios for institutional and wholesale clients. Where FUM exceeds the AASB threshold, mandatory climate disclosure obligations arrive in the annual report. BackPro answers the DDQs, evidences the operations, and drafts the disclosures.
Three pressures every fund manager already feels.
- Pressure 01
Twenty to thirty DDQs land each month.
Each one demands fund docs, holdings, performance, ODD, and compliance records. Five to ten business days is industry standard. Late means lost mandate, not late.
- Pressure 02
AASB S1 and S2 are auditor‑tested, not commentary.
Climate and sustainability disclosures are mandatory for Group 1 entities from FY2025–26. Auditors trace every claim to underlying evidence. The narrative is the easy part. The trail behind it is the work.
- Pressure 03
CPS 230 made every critical operation provable.
Operational risk register, third‑party arrangements, §36 notifiable events. The trustee carries the accountability and APRA reads the evidence pack, not the prose.
The DDQ Engine, at work.
Fig. The DDQ Engine answering an institutional questionnaire with citation to source.
Three days to one hour, on every DDQ.
Drag the sliders for your fund. The estimate is grounded in BackPro’s measured 95% time reduction per DDQ, applied to your annual volume at your analyst rate.
- Hours saved / year
- 547
- DDQs per year
- 24
- Time reduction / DDQ
- 95%
Formula matches the homepage calculator. Estimate is indicative. Your real saving depends on the institutional client’s template complexity and internal review chain.
One operations platform, every obligation covered.
The DDQ is one artefact. The fund runs on mandate compliance, counterparty risk, valuation policies, investor disclosures, and the custody oversight that ties them together. BackPro holds all of it in a single operations workspace.
Institutional DDQs answered in an hour with paragraph‑level citation. Multi‑format export: Word, PDF, Excel, portal.
Named projects per investor. Deadline tracking, assignee, response lifecycle, Excel round‑trip for reviewer collaboration.
Approved answers reused automatically. Version history, compliance gap detection, freshness scoring, near‑duplicate clustering.
Route questions to legal, compliance, investment, or ops. Personal work queue per subject matter expert.
Holdings vs mandate compliance. Concentration limits, sector exclusions, ESG screens, currency restrictions, derivative caps. Pre‑trade and post‑trade.
Broker, custodian, prime broker, swap counterparty tracking. Credit ratings, ISDA/CSA/GMRA documentation, exposure vs NAV.
ASIC RG 240 / AASB 13 per asset class. Fair value levels, pricing methodology, frequency, escalation procedures.
s601FB / RG 133 custodian oversight. Segregation verification, reconciliation tracking, sub‑custodian register.
Centralised register with ARSN, APIR, ABN, fund type, status. The foundation that ties mandates, holdings, and DDQs together.
Recurring disclosure obligations (PDS, annual reports, quarterly updates) auto‑generated. Per‑recipient delivery tracking.
PCF basket ingestion, exception detection, tamper‑evident audit chain, AI exception explanations. For ETF operators.
0–100 score across completion, freshness, coverage, and ownership. The DDQ library is a compounding asset, not a liability.
From signed pilot to quarterly rhythm.
Most funds are live in under twenty‑four hours and at quarterly rhythm within thirty days.
Deployment scoped. We map your DDQ templates and the bespoke formats of your top institutional clients.
BackPro running inside your environment. Sample DDQ answered against your fund docs by end of day. Data never leaves your perimeter.
Institutional DDQs flowing. Every answer cited to the source. Compliance officer verifying citations, not authoring drafts.
CPS 230 register current. AASB S1/S2 evidence captured continuously. ODD requests answered alongside DDQs.
The standards your fund answers to.
Same regulatory map, different lens. See how each obligation lands across all five personas on the persona map.
See the persona mapThe honest FAQ.
The six questions every fund manager asks within the first ten minutes of a private demo. Answered the way we’d answer them in the room.
The system paid for itself in the first quarter. We’re now responding to DDQs faster than our competitors with larger teams, and our compliance officer actually trusts the outputs because every claim includes source documents.
See BackPro running inside your fund.
Bring a real DDQ on your desk. Thirty minutes. We run it through a deployment built for your environment, return the cited answers within the hour, and leave the evidence pack behind, whether you proceed with us or not.