AIMA Australia Webinar: Operational Due Diligence in Unprecedented Times – What Are Investors Expecting?


Markets are the most volatile since the GFC and despite this allocators are more active than ever with regards to keeping on top of all aspects of their managers. This continued surveillance isn’t just confined to the managers investment mandates but it is also very heavily slanted at what managers are saying (and doing) operationally. Operations, with many of us working from home, has never been more challenging and we have had to rapidly adapt. The session will take a deep dive into your current Operational Due Diligence ODD plans and discuss how to add on and implement a COVID-19 Diligence Plan (CDP).
The webinar will include:
  • Asset Allocator recap
  • Status Report on Managers
  • Due Diligence Business Risk Assessment
  • Key person / Service Providers
  • Cyber Security / Compliance
  • Operations / Valuation
  • Monitoring Program
  • Manager Communications Planning
  • Go Forward Efficiencies for Managers and Investors
Alex Wise, Head of Castle Hall Diligence Australia

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