We work widely across the financial sector, on a wide range of issues, including:
- Evaluation of individual investment opportunities or projects.
- Transaction support, including valuation of assets and strategic economic valuation (based on value-drivers, strategic scenarios, uncertainties/risks).
- Forecasting, target setting and gap analysis (esp. using uncertainty/risk modelling).
- Construction and optimisation of optimal portfolios (approaches to achieving KPI objectives by deploying resources/capital in the most effective way, highlighting trade-offs, constraints, and required management decisions)
- Portfolio valuation (sum-of-the-parts, “reduced-form” or risk-factor models)
- Portfolio risk assessments ((such as for value-at-risk, stress-testing etc).
- Predictive portfolio analytics.
- Stakeholder communications planning.
- Model advisory, testing and training.
Contact Us for more information on possible consulting or training engagements.