Insights that Identify and Manage Risk

Service Providers

Identify and Manage Risk

Profile of Client

  • $60BN Public Pension Plan.

Challenge

  • 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 covering using Convergence’s Complexity Factors™.

Results

  • The service was 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 investee managers and the use of a Convergence Analysts to examine changes in risk factors using the Convergence Risk Management Workflow.