Case Study: Research Affiliates achieves a 62% DDQ automation rate and faster compliant responses with Loopio

How Research Affiliates Submits Compliant DDQs With a 62% Automation Rate

Research Affiliates, a quantitative asset manager, faced a time‑pressed DDQ process: a small product team had to respond to repetitive, compliance‑sensitive due diligence questionnaires that consumed hours of searching and produced multiple, conflicting answer versions. To address this, Research Affiliates turned to Loopio’s DDQ software (including its Magic automation tool) to centralize responses and streamline collaboration.

Using Loopio, the firm automated answer population, created a single, lean library of 1,362 entries, and enabled collaborative review with subject‑matter experts and compliance in one place. The result: Loopio helped nearly double their automation rate to 62%, reduced redundant answers, supported best‑in‑class responses with six contributors or fewer, and allowed the small team to answer hundreds of complex questions faster without adding headcount.

Research Affiliates

Thomas Verghese

Senior Analyst