OpsDiligence^®

OpsReview

Castle Hall's Flagship Operational Due Diligence Tool.

OpsReview provides our assessment of the operational strengths and weaknesses of each manager and fund.

Each OpsReview includes:

• Detailed data pack, including Castle Hall’s “trust but verify” check
• Onsite review to evaluate the manager’s control environment, systems and culture face-to-face
• Administrator due diligence
• Background checks conducted by Castle Hall's investigative diligence partner, Exiger
• Comprehensive due diligence report
• Assessment, including strengths and risks and Castle Hall’s overall diligence opinion, expressed as “accept”, “watch list” or “reject”.

Asset owners use OpsReview to onboard new managers. OpsReview also enables investors to maintain a detailed view of evolving operational risks across existing asset manager relationships.

OpsMonitor

Your Due Diligence Workflow. One Click Away.

Traditional due diligence programs allocated the vast majority of diligence effort to reviews of new managers as they were proposed for introduction to the portfolio.

OpsMonitor reverses this model: the diligence process now begins with effective oversight over capital already at risk with existing managers. With systematic data gathering and risk assessment, OpsMonitor allows investors to implement – efficiently and cost effectively – a risk-based diligence program for every external manager, irrespective of asset class.