“Diligence monitoring is the foundation of any effective due diligence program,” said
For the year ending
“Using an institutional due diligence platform – rather than manual, offline spreadsheets – makes the entire process vastly more effective,” said Addy. “OpsMonitor allows
OpsMonitor Form ADV analysis has also been enhanced for the 2017 monitoring season.
“The form ADV is a key regulatory document. Many investment managers submit their annual ADV update at the same time of the year as their financial statements. This creates a similar resourcing and bandwidth challenge for investors in their diligence oversight of their external manager allocations,” said
“It is possible to data mine
Allocators may also elect to unbundle Castle Hall’s OpsMonitor due diligence services and access financial statement reviews of ADV analysis on a standalone basis.
About Castle Hall Alternatives
Castle Hall Alternatives helps global institutional investors, fund of funds, advisors, family offices and endowments identify and manage the business, operational, cyber and investment risks of asset managers. With a team of 50 professionals,
Castle Hall Alternatives
Source: Castle Hall Alternatives