ESG
Progress on climate transparency remains slow
For those who review manager issued documentation on sustainability it is largely apparent that many fund managers are still developing their TCFD reporting, Alex Wise says.
Alex WiseMarch 8, 2021
Alex Wise
Governance
Put the ‘Me Too’ into manager due diligence
There are not only retrospective but also forward-looking investigations superannuation and pension funds should use as part of their investment manager due diligence process to meet global best practice standards, Alex Wise writes.
Alex WiseNovember 4, 2020
Governance
Deconstructing the highly embarrassing Wirecard affair
The collapse of one of Germany’s darling tech companies highlights the failure of self-regulation by auditors and the need for investors to heed the signs of accounting fraud by a whistleblower.
Alex WiseJuly 15, 2020
Operations
The power of the eyes in finding fraudulent actors
With no immediate end in sight to travel restrictions the due diligence activities of investors are being severely impeded. Castle Hall’s Alex Wise discusses what this means for due diligence programs in 2020.
Alex WiseJune 22, 2020
Operations
The coronavirus exposes hidden structural risks
Legal and structural risks as well as “mark to market valuations” and liquidity mismatches are just some of the issues emanating from the crisis.
Alex WiseApril 27, 2020
Investment Operations
Performance fee errors lead to negative operational alpha
In a busy cost-pressured environments performance fee calculations can get overlooked and errors can compound quickly, especially with daily priced funds, says Castle Hall's Alex Wise.
Alex WiseFebruary 19, 2020
Investment Strategy
Private credit: Traps are hard to spot
Private credit and asset-based lending assets might help target better returns but the challenges facing investors today are numerous, says Castle Hall's Alex Wise.
Alex WiseNovember 4, 2019
Fund Governance
Double standards in corporate governance create unseen risk
As Australian investors ramp up exposure to private markets they should check who in the fund structure is there to look after their interests, says Castle Hall's Alex Wise.
Alex WiseSeptember 18, 2019