Castle Hall's suite of DiligenceProfessional analytical factors identify the existence of 200 noteworthy OpsReview data factors 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 OpsReviews Analytics – a series of 200 noteworthy operational diligence analytical factors flagging key diligence points with respect to the investment management company or the investment fund, such as no mandatory deferred compensation scheme, employee brokerage statements are not received directly by the compliance department, the firm has not implemented an annual cybersecurity training program, and more.
OpsReview Analytics flags can located through the Fund-level Analytics tab on any Fund Page, or within the downloadable OpsReview report pdf.
These analytical factors will also be available for assessment 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.