Trust But Verify - AIMA ODD Roundtable

8/14/19 4:28 PM

Castle Hall was delighted to contribute to AIMA Australia’s Investor Advisory Group’s “Trust but Verify” operational due diligence roundtable.  The roundtable covers many aspects that are consistent to asset owners globally, with views from leading Australian Super Funds as well as the Consultant’s perspective from Castle Hall and Willis Towers Watson.  

“Trust But Verify” provides a wide-ranging examination into ODD’s importance in allocation decisions, who is responsible for it, along with looking at the use of external consultants. The Roundtable also looks at what happens after the initial ODD process, monitoring managers from an ODD perspective, the use of fintech and various ODD models. On a practical note, “trust but verify” examines the core “red flags” to investors and their ODD priorities; it also looks to the future and asks “how do you think ODD reviews and analysis will evolve over the next 5 years?”.

Click here to download a free copy.

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