Due Diligence for Supers

Castle Hall has designed a suite of due diligence services applicable to Australian superannuation funds and other participants in the Australian asset management industry. Our services combine three elements:

  • Consultation to support clients in their creation of a risk based operational due diligence policy;

  • Active, ongoing due diligence monitoring of each manager and fund in a portfolio;

  • Onsite due diligence to higher risk managers (as determined in accordance with your operational due diligence policy) either when onboarding new asset managers or when monitoring existing manager positions.

Our services are designed to provide cost effective, consistent and evidenced diligence workflow with respect to Australian asset managers, combined with the flexibility to extend the same diligence process to international managers as needed.

 

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