RiskDiligence

Applying Castle Hall's "Diligence Only" model to investment risk.

The firm’s “Diligence Only” model frees Castle Hall from the conflicts of interest which can arise in a traditional investment consulting model, where consultants typically recommend managers from their buy list - and are selected, retained and paid based on generating performance.

RiskDiligence offers a differentiated approach which has been warmly received by a growing client base.  RiskDiligence does not emphasize reasons that may cause investment strategies to perform in line with expectations - or justify why a Manager is expected to outperform as a “buy” recommendation.  RiskDiligence is principally interested in reasons that could cause investment strategies to perform below expectations.

• Investment professionals use Castle Hall to generate a detailed due diligence report when a manager is proposed for investment. With RiskDiligence, each investment recommendation is supported with consistent and detailed analysis and documentation. This saves valuable time and helps investors meet regulatory and internal / external stakeholder documentation requirements. Once invested, RiskMonitor enables investment professionals to move up the value chain and action exceptions to monthly and quarterly performance analysis, rather than focus on gathering raw risk information.

• Governance, risk and compliance professionals are empowered by the independent and objective data contained within each RiskDiligence report, which includes a detailed quantitative analysis of return drivers. For institutional Boards of Directors and Trustees, an independent and informed risk function helps discharge fiduciary obligations and meet regulatory requirements.