Technology Advising
The focus is to be the catalyst for transforming each client firm’s technology in financial service industry into a business asset, for the purpose of encouraging improved operational efficiency along with enhanced enterprise effectiveness in a cloud-enabled digital world. …
Risk Management
Banks, insurance firms & capital markets are now facing extremely dramatic challenges related to profitability, complexity as well as new regulations in an uncertain economic environment, an environment we refer to as one of "permanent volatility." …
Free Markets
Without the certain solid liquidity created by a secondary market, investors would be less inclined to purchase equity and debt instruments for fear of being unable to unload them in the future. …
International Commerce
International business increases the competition in domestic markets and introduces new opportunities to foreign markets. In addition, global competition encourages companies to become more innovative and efficient in their use of resources. …
Financial Consultation
Our turnaround consulting services provide consultation in all areas and phases of turnaround and new construction projects. The key functions are the provision of project management and coordination on behalf of the owner. These turnaround services do not supervise or perform any construction work. …
Bonds & Commodities
Rising commodity prices have a tendency to push bond prices to go lower while the falling prices of commodities lead to higher bond prices. In other words, most often there is a unique inverse relationship between bonds and commodities. …
Assurance & Audits
An insurance audit is when an insurance company verifies reported payroll or revenues of a policyholder to ensure that the policy reflects accurate rating information. Audits are common with all workers compensation policies, most general liability policies, and occasionally on marine or property policies. For “premises liability” the area – for example, the square footage of a retail store – may be the metric, but that doesn’t need to be audited as it doesn’t change. These different rating metrics should be the best measure of the “exposure,” and if it changes from year to year an audit guarantees the accuracy. …
Stocks & Purchases
To “trade” in the jargon of the financial markets means to buy and sell. The workings of a system that can accommodate trading of one billion shares in a single day are a mystery to most people. No doubt, our financial markets are marvels of technological efficiency. …
Business Strategy
Those changes can be depicted as a pebble splashing into a body of calm water, it slowly spreads out into the financial system then into the real world. A financial safety net is meant to protect you and your family, at least in part, from losing your financial security or derailing your long-term financial goals. …
