What are Manager and Fund Analytics?

Castle Hall's suite of DiligenceProfessional analytical factors identify the existence of noteworthy data points at the manager and fund level

Castle Hall's DiligenceHub platform helps clients turn diligence into data, and use analytics on data to drive new diligence actions.

Castle Hall is pleased to introduce DiligenceProfessional Analytics – a series of over 450 noteworthy analytical factors across:

  • OpsDiligence - Financial Statements, Operational Data and Operational Diligence
  • RiskDiligence - Investment Risk Data and Diligence
  • ESGDiligence - ESG Manager and Strategy Data
  • CybersecurityDiligence - Cybersecurity Data

DiligenceProfessional Analytics can located within each diligence element of a DiligenceHub dataset or diligence review, through the Fund-level Analytics tab on any Fund Page, or within the downloadable report pdf.

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These analytical factors can also be assessed across your entire portfolio using View Analytics or Filter Analytics through the DiligenceHub Analytics page. 


We hope the DiligenceHub Help Center will provide quick answers to your questions as you as you begin to use the app. Please browse the articles at your convenience - and, of course, feel free to send a support ticket or live chat with our team if you have questions at any time.