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.
Alex Wise, Executive Consultant, Asia-Pacific was quoted in the article "ODD moves closer to the centre of manager decisions", published on Investor Strategy.
Alex Wise, Executive Consultant to Castle Hall across Asia Pacific, yesterday led a panel discussion at the 2017 AIMA Australia Forum. This year’s flagship AIMA event attracted more than 400 participants across asset managers, investors and service providers.
Chris Addy, President and CEO of Castle Hall, along with Alex Wise, Executive Consultant - Asia Pacific were recently featured in an article titled "Manager due diligence comes into its own... and the limelight" by Greg Bright, published in Investor Strategy News.