Bringing you live news and features since 2006 

Castle Hall Chris Addy

Castle Hall integrates SwissAnalytics into due diligence platform


Castle Hall Alternatives is to integrate SwissAnalytics within its global due diligence platform.

Under a user rights and intellectual property agreement, Castle Hall has acquired SwissAnalytics’ operational due diligence practice, together with SwissAnalytics’ quantitative and qualitative investment risk due diligence tools.
“With this agreement, we are delighted to fully incorporate the SwissAnalytics due diligence capability into the Castle Hall offering,” says Chris Addy (pictured), president and CEO of Castle Hall Alternatives. “Castle Hall first reached a partnership agreement with SwissAnalytics in 2014, and the expanded diligence capabilities this relationship has brought us have been embraced by clients across Europe. We are delighted to take this next step to formally merge our two companies’ operations.”
A key element of the transaction is the launch of RiskDiligence, which integrates the SwissAnalytics Ramses quantitative tools and broader risk due diligence capabilities within Castle Hall’s online diligence platform, DueDiligenceProfessional.
RiskDiligence provides investors with a qualitative assessment of a fund or portfolio’s risk and return drivers (including management capabilities, investment strategies and processes, and risk management controls), and a quantitative evaluation of historical results.
“Integrating SwissAnalytics’ risk diligence capabilities with Castle Hall’s comprehensive due diligence offering is an excellent fit,” says Christian Nauer, CEO of SwissAnalytics. “Joining forces in this way provides clients a service offering with an unsurpassed breadth and depth, allowing a meticulous and systematic evaluation of an investment from both a risk and operational diligence perspective.”
“In combination, OpsDiligence and RiskDiligence offer a fully independent and unconflicted due diligence capability,” says Addy. “Importantly, our companies do not select funds, build portfolios, or seek compensation as an investment advisor. Unlike the traditional investment consultant model, our approach ensures effective segregation of duties between front office risk taking and asset owners’ governance, risk and compliance workflows.”

Latest News

REX Shares has announced a strategic reorganisation that integrates its REX Shares, MicroSectors, and T-REX products, as well as REX..
Allspring Global Investments writes that as it builds an investment platform for the future, it has filed for exemptive relief..
LSEG Lipper writes that ETF promoters in Europe enjoyed estimated net inflows (+EUR25.1 billion) for May 2024...
The European Fund and Asset Management Association (EFAMA) has published its 2024 industry Fact Book, which includes a foreword by..

Related Articles

Marcus Wayerer, Franklin Templeton
Franklin Templeton says that emerging markets are navigating a tricky environment at the moment, due to factors such as the...
Matt Barry, Touchstone Investments
Back in 2022, Cincinnati, Ohio-based Touchstone Investments launched its first four ETFs, having previously been predominantly a mutual fund company....
CN Tower, Toronto
The winners were announced in the second ETF Express Canadian awards at the event held at The Quay in Toronto,...
Darren Jordan, Komainu
Custody specialist, Komainu, was launched in 2018 as a joint venture between Nomura, digital-asset investment manager, CoinShares and blockchain business,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by