News & Events

Chris Addy, CEO and founder of Castle Hall, will be presenting the IMAP Webinar - Manager Due Diligence, exclusively for IMAP subscribers.

As Advisory businesses become more involved in portfolio construction though their use of managed accounts, the risks are rising. Reputation risk, legal risk, client loss and significant management distraction all become issues when an investment turns sour.

Most portfolio managers and Investment Committees pay overwhelming attention to investment issues but operational risk should rank as highly because – for Australian investors – poor manager process has been a significant source of loss.

The webinar will cover topics such as:

• What DD should Portfolio Managers be undertaking?
• What should be covered in a DD review?
• How do Australian managers stack up?
• How to integrate DD into a portfolio construction

When: May 9, 2017 at 12:00 PM

Where: Canberra, Melbourne, Sydney