Operational failures - ranging from inadequate cybersecurity defences to governance breakdowns - pose significant risks to institutional portfolios. This means that proactive operational due diligence (ODD) must now play a crucial part at every stage of the investment lifecycle, from initial manager selection through to ongoing monitoring and oversight.
Operational Due Diligence: A Playbook for Asset Owners and Allocators helps you navigate the evolving ODD landscape, with industry insights that will help you to identify, assess, and monitor emerging risks in your portfolio of counterparties.
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Operational Due Diligence
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Insights
Operational Due Diligence: A Playbook for Asset Owners and Allocators
Navigate the evolving ODD landscape, with industry insights that will help you to identify, assess, and monitor emerging risks.
Woodford’s Fall: Could ODD Have Stopped the Biggest Fund Failure in a Generation?
The collapse of the WEIF in 2019 was a shock to the UK investment industry, given Neil Woodford's previous reputation as a star fund manager.
Navigating the Custody Landscape: A Balanced Approach to Risk Management and Achieving Operational Efficiencies
Custody is no longer just about safekeeping assets. It’s about data integrity, resilience, and the ability to support an institution’s operating model
Operational Due Diligence in Australia: Meet APRA Standard CPS 230
Coming into effect on 1 July 2025, this standard aims to ensure that APRA-regulated firms can effectively manage and mitigate operational risks.