Alex Wise, Author at Investment Magazine

ESG

Getting to grips with greenwashing

The United States Securities and Exchange Commission has taken up the baton on exposing and punishing greenwashing by Asset Managers. Alex Wise explores how the U.S. regulator is tackling greenwashing and how this might impact superannuation funds in Australia.

Alex WiseMay 19, 2021

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

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

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