Improve Risk Management & Oversight
Profile of the client
$60BN Public Pension Plan.
The plan was looking to improve the quality and efficiency of its pre and post operational due diligence and monitoring processes covering 120+ single manager investments
Convergence Complexity Profiling Service™ was implemented to identify and push daily risk changes and insights using Convergence’s Complexity Factors™
The service was successfully rolled-out to 25 Investment, Risk Management and Operational Due Diligence professionals in a customizable personal news page and expanded to include pre-investment due diligence on potential Investment managers and the use of a Convergence Analysts to examine changes in risk factors using the Convergence Risk Management Workflow.
Supporting Business Development and Client Management
Related Case studies
Due Diligence and Process Reengineering
CLIENT PROFILE: Asset Management
FINRA Planning & Approval for Prime Brokerage & Portfolio Margin
CLIENT PROFILE: Prime Broker