CAPITAL MARKETS CONSULTING

Analysis of financial activities and risks.

A financial decision must be assessed in terms of its consequences for the institution’s activity, profitability and risks. Solutiuma analyses these relationships, identifies vulnerabilities and proposes measures to improve the management of the activities concerned.

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OUR EXPERTISE

Our areas of expertise.

Assignments focus on financial analysis, market activities and risk management. Their scope depends on the issue encountered and the decisions the institution needs to make.

OUR APPROACH
  1. Finance
  2. Capital markets
  3. Risk management
OUR EXPERTISE

Finance

Analysing financial data helps explain the institution’s situation and how it has evolved. We examine profitability factors, financial structure and indicators that support management decisions.

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OUR EXPERTISE

Capital markets

The characteristics of a financial instrument determine how it is valued and the risks it presents. Studying instruments, portfolio composition and management methods helps assess exposures to market movements.

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OUR EXPERTISE

Risk management

Risk assessment must identify situations that require action. Exposures, assessment methods and monitoring indicators are reviewed to determine the mitigation measures to implement.

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OUR APPROACH

From the issue to the actions to take.

We work with you to define the problem to examine and the decisions to prepare. Our role is to explain its causes, assess its financial consequences and compare possible responses, taking account of your institution’s resources.

The assignment framework
CAPITAL MARKETS CONSULTING

  1. Clarify the issue to address

    Identify the difficulties encountered, the operations concerned and their consequences for the institution. Review the available data and determine what additional information is needed to carry out the analysis.

  2. Analyse the causes and compare options

    Assess the financial consequences and risks associated with the different options. Explain the assumptions used, the calculation results and the limitations to consider when interpreting them.

  3. Recommend actions to take

    Present the conclusions and proposed measures, together with their rationale. Discuss priorities, implementation conditions and points to monitor with your teams.

Each recommendation specifies the proposed action, the reasons supporting it and the conditions needed to implement it.

THE ASSIGNMENT FRAMEWORK

The scope and expected results of the assignment.

The proposal specifies the issue to address, the work to carry out and the expected deliverables. It also defines the information to provide and the contributions of the teams. These elements establish the conditions under which the assignment will be conducted and its results reviewed.

  1. The issue and objectives of the assignment
  2. Planned work and information required
  3. Deliverables and presentation of findings

Which decision do you need to prepare?

Describe your situation and the questions you would like to work on.

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