Portfolio financing
Evaluate financing alternatives for portfolios of securities, loans, and other assets.
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Our services
Institutional Balance-Sheet and Risk Solutions
Structure with the whole balance sheet in view.
The perspective we bring
We develop tailored solutions for financial institutions, insurers, asset managers, and other institutional clients. Our work addresses the relationship between assets, funding, collateral, and financial exposure.
We assess portfolio financing, funding maturity, asset-liability alignment, and risk transfer. We work with the client’s advisers and counterparties to evaluate the economics and implementation of a proposed solution.
How we can help
Advice built around
your priorities.
Funding and liquidity
Assess maturity profiles, collateral arrangements, and sources of liquidity.
Risk allocation and transfer
Examine structural and hedging approaches to defined financial exposures.
Institutional structuring
Coordinate economic analysis with the relevant legal, accounting, and other specialist advice.
When to speak with us