CASE STUDY

Improve Risk Management & Oversight

Profile of the client

$60BN Public Pension Plan.

Challenge/Goals

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

Solution

Convergence Complexity Profiling Service™ was implemented to identify and push daily risk changes and insights using Convergence’s Complexity Factors™

Results

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.

OUR SERVICE

Supporting Business Development and Client Management

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