Understand & Prioritise - Portfolio Insight Services
Risk management due diligence
Find weaknesses and value opportunities in your lending and risk management activities
Reporting & segmentation
Convert your raw account data into concise, accurate and timely management information
Analysis & benchmarking
Understand where value improvement opportunities exist through analysis and benchmarking portfolio segment performance
Forecasting & valuation
Understand the value embedded in your portfolios and the potential future cashflows at a segment level
Scenario analysis
Accurately model and predict future outcomes to create a prioritised portfolio performance action plan
Risk management due diligence
A thorough review of lending and risk capability and processes. A rating of risk capabilities across the credit cycle to deliver a prioritised strategy for short-term wins and sustainable improvement.
Typical Applications
When taking responsibility for new businesses or parts of the lending cycle and needing a 'warts and all' picture of current capability
The starting point for building a value based tactical and strategic improvement agenda for whole businesses or certain risk functions
Identifying where the most significant and quickest benefits can be obtained within a lending business
Example Clients
"What we liked about Euristix was they came from a very practical, experienced
standpoint and spoke about the issues facing the business with insight from experience rather than
theoretical knowledge. That was incredibly valuable to us."
Peter Gordon -
Partner, 3i