News & Events

Alex Wise, Executive Consultant from Castle Hall, will be the guest speaker in the eVestment Institutional Investor Seminar. The sessions will also outline the value and process around setting a clear due diligence policy to guide investors as they oversee third party asset managers.

During this event, eVestment’s Chief Revenue Officer, Jerrod Stoller, will also share some the best practices that our global clients use for manager selection and monitoring globally. With the changing regulatory environment in Australia, we’ll discuss how these best practices shared among our 850 institutional investors can be applied by local investors.

Alex Wise, will focus on the technical aspects of due diligence, sharing the idea of establishing an operational due-diligence policy, leveraging key responsibilities and accountabilities in your firm’s workflow system. Alex will explore risk identification processes with a view to gaining operational risk alpha within a multi-manager portfolio.