Asset Management Consulting

Our consultants consider both sides of the Balance Sheet:

Asset Management Consulting

We optimize the performance and value of your assets, given our in-depth understanding of your liabilities. We develop and implement strategies for managing assets in a way that aligns with your overall business goals and objectives. This can include everything from identifying and mitigating risks to maximizing the return on investment for assets, all within overall commercial and regulatory parameters.

Some specific services that asset management consultants may provide include:

• Developing and implementing asset management plans and policies
• Conducting assessments of existing assets to identify areas for improvement
• Providing advice on the acquisition, disposal and financing of assets
• Helping organizations to comply with relevant regulations and standards
• Developing and implementing performance measurement and monitoring systems
• Providing training and support to staff on asset management best practices

These services are beneficial to organizations of all types and sizes, and can help to improve the efficiency and effectiveness of an organization's operations, while also helping to minimize risk and maximize return on investment. The above service can also be delivered not on a consulting basis, but by an Outsourced CIO or OCIO. See our Solutions page.

Asset-Liability Matching and Management

Liability-Driven Investment (LDI) approaches allow insurance companies and pension schemes to maximise returns within well understood and applied risk frameworks. We provide ALM and LDI advice to our clients that enable them, by taking into account regulatory constraints, prevailing market asset information and the nature of their liabilities, to manage effectively and efficiently their balance sheet. The main aims of an ALM strategy would be to:

• Maximise available capital, e.g. by hedging to an optimum extent the time-value of options and guarantees
• Minimise solvency capital requirement, e.g. match assets and liabilities where possible to reduce their deviation in adverse scenarios and hence minimise economic capital requirement
• Minimise profit & loss volatility, e.g. without a balanced ALM strategy the fair value balance sheet could be quite volatile, with material impact on profit & loss