The biggest challenge for investment bankers is speeding up turnaround time while working on detailed and informative pitchbook presentations. Investment banking clients of Evalueserve can take use of a full range of presentation design services, including the templates and layouts creation, formatting support, and the pitchbook support using our in-house bankers’ productivity suite – Pitchready.
The use of machine learning (ML) models by financial institutions has grown steadily in recent years given their enhanced capabilities and widespread potential application. However, building, adopting, and regulating machine learning models remains a challenge.
With the help of an Early Warning Indicators (EWI) system, banks could effectively monitor their lending portfolios and could execute timely and appropriate actions to mitigate any upcoming risk.
We recently hosted an Investment Banking Executive Event in New York where senior leaders at top banks discussed Investment Banking trends such as the roles of AI, CRM, and Data Science in junior banker retention.
There are several model risk management tools available that automate manual processes to help MRM teams keep up with overwhelming demand.
The great recession of 2008 resulted in countless new financial regulations. Many of them are still top of mind for banks today as they continue to navigate implementation and reporting.
Model validation is key to assessing reliability and identifying errors and corrective actions, but high-quality validation is increasingly difficult to achieve.
In its recent meeting, the Fed signaled an end to its accommodative monetary policy in what could be the first hike in Federal fund rates since September 2018 after cutting it by 1.5 percentage points to 0.25% at the onset of the covid-19 pandemic in March 2020.
A sound model risk management framework is imperative to avoid the costly consequences of misused or flawed models. Strong model governance is the key to achieving effective model risk management.
While models are invaluable decision-making tools for financial firms, there is significant risk associated with the incorrect use of models or model malfunction. Decisions based on flawed or misused models can have dire consequences and be extremely costly.
Automation in model risk management has been gaining traction, however, despite the benefits automation offers, banks still resist adopting it.
“With great risks comes great reward,” especially in banking. Banks are in the business of taking on financial risk to generate profit. However, the stakes are high, and the downside potential is huge.
Introduction The purpose of this blog is to construct and analyze the performance of an in-house ESG index for the Chilean
Banking leaders face numerous challenges, from the ongoing global pandemic and an uncertain recovery to an accelerating digital transformation and a
Let’s discuss the challenges that come with adopting ESG indexes, are they more than a green initiative, how and what does it mean?
Lets talks about ESG enablers – Data, Rating & Index Services, Consulting & Auditing Services, Software, Reporting & Analytics
The recently issued interagency statement SR 21-8 is a non-binding guidance note with very useful and practical suggestions on how banks
Let’s look into an alternative to funding President Bidens new tax plan.
RiskMinds event key takeaways – managing uncertainty, credit risk and systems, second generation risk models
and ESG stress testing.
Five key takeaways from Risk Americas 10th Annual Virtual Event.
Advanced Model Risk 2021 event offers eye-opening view of how MRM models enhanced through improved technology and practices.
Bhashkar Upadhyay, Evalueserve’s, Financial Services lead analyst weighs in on President Joe Biden’s infrastructure plan.
Competition in the private equity game has continued to heat-up over the past few years as more capital has flowed in, leading to higher prices for fewer deals.
The MRM infrastructure implemented by banks in the past few years has finally been put to test. The plane has met air, and risk teams need to adjust to any turbulence mid-air.
In our conversations with industry leaders, fulfilling the following parameters will help ensure a successful partnership.
Amit Inamder shares highlights from RiskMinds International 2020 conference
Through our proposed solution, we see the addition of shame to financial institutions’ vocabulary as an essential tool to empathetically and respectfully reach those who have been greatly affected by the pandemic.
The Investment Management industry has witnessed secular changes in structure, pricing, and asset flows.
Perpetual (always fresh) Know Your Customer (PKYC) is the ongoing process by which financial organizations continuously aggregate and update customer information with the aim to use it for risk management.
In this blog, we set out to test our hypothesis by tracking the returns of companies that facilitate remote working.
RPA for Model Risk Management has become a rising topic in the risk and compliance space, as Model Risk Management (MRM) teams have started to look at the use of robotic process automation (RPA) to help ensure that their models are meeting regulatory requirements and the bank’s financial standards.
As of May 2020, four European monetary zones (the Eurozone, Denmark, Sweden, and Switzerland) along with Japan are firmly in negative interest rate territory.
The performance of factors in the US and other developed markets have been widely studied.
KYC as risk management, rather than data management, remains elusive for financial services firms as well as for the high-value goods and other industries
Banks and financial institutions are facing an uphill task of efficiently managing their ever-growing bundles of financial data in multiple and complex formats.
Facebook surprised the market by announcing its intention to launch Libra, a new global currency powered by blockchain technology.
A month after April 2020, when oil futures traded negative for the first time in history, markets are still wary, although
COVID-19 has taken the world by storm, and for the first time since the Great Depression, both advanced and emerging economies are plunging into recession simultaneously.
The COVID-19 pandemic has emerged as a grave threat for both global health and the economy.
Public and regulatory attention to the impact of COVID-19 on banks has been rightly focused on credit quality.
The Global Lockdown May Accelerate Automation And New Ways Of Working With Lower Costs.
Imagine yourself in a Harry Potter movie, reading a newspaper with pictures that move and characters that smile and wave to you! How cool would that be?
As Covid-19 continues to spread, the burden of disease has been asymmetrically distributed, as countries find themselves at different stages of the pandemic.
The journey of SFTR had initially started in Jan 2016 and is now planned to become partially in force from July 2020.
In this post, we take a look at the key trends and themes in risk for 2020 – and some smart solutions too.
How often do you find yourself or your team members tied up in essential but repetitious tasks?
Microsoft Excel has dominated the financial services industry for the last 20 years as the go-to tool for calculations, data analysis, and reporting.
Asset managers rely on third-party composite scores for their investment decision-making. But how reliable and valid is this data, and does it truly meet their investment objectives? Let’s try and understand.
Increasingly, ‘alternative’ or non-market data holds the promise of smarter investments and superior returns. But how can you get to grips with the mass of information out there and use it to make better decisions?
What is the role of the shadow banking in China’s economy and how does it develop under the impact of crackdown and a raging trade war? Check out this blog article for more details.
The key pillars for a strong ESG data strategy are smart data interventions, backed up by input from subject matter experts (SMEs). Here are four areas where that approach can help you overcome ESG data issues.
The once revered LIBOR fell out of favor after banks manipulated it to boost profits. With the FCA deciding to phase it out completely by 2021, companies will need to change their systems within a short span of two years. Are you prepared?
See how asset management marketing can enable growth and profitability by modernizing its own operations. In this post, we discuss three automation strategies that can help industry CMOs and marketing stay relevant.
What are the opportunities in Latin America for investors seeking non-traditional assets? Here is a strategy that yields the same returns as the market, while reducing risks for investors.
Increasing importance of data lineage and advent of machine learning indicates that traditional and new risk models will co-exist, as the MRM life cycle is optimized. But what will help minimize teething pains associated with this growth phase? Find out more in this blog.
Developing, validating and monitoring multiple models is hard work. Regulators want high-quality, well-produced reports.
See why young investors looking to invest for a long term should consider dividend stocks.
Is it time for investors in LatAm to tread an investment path different from the one taken by traditional asset managers? Should they embrace the global trend of factor indices and take controlled risk with proven strategies?
MiFID II regulation provides transparency and investor protection, however, the European Union’s new approach creates conflict for US-based firms where bundling research is a common practice. So what is the need for the US to be compliant?
Saudi Arabia’s macro-economic indicators have put a big question mark on the sustainability of Saudi riyal (SAR) peg to the US dollar at 3.75. Devaluation appears to be the only potent weapon for the kingdom to rein in soaring fiscal deficit, without constraining economic growth.
The new legislative proposal is expected to have a global impact on the ecosystem of how buy-side consumes sell-side research. The changes will create fresh challenges for the industry, but they will also bring some attention-worthy opportunities.
The long-term impact of Brexit is not yet clear, although market sentiments seem largely negative. Companies need to choose between making a move right now or waiting for UK–EU negotiations to play out.
The asset management industry is already facing a number of challenges. How is the industry geared to meet technology-led disruption, including from FinTechs? Also, how are asset managers driving innovation across their value chain? Read to find out more.
While 2000–2009 saw disruption due to outsourcing and offshoring, years (2009–2015) following the global financial crisis, witnessed a stricter global regulatory environment.
Over the last few years, sell-side research firms have been under tremendous pressure to produce higher volumes of research that offer even deeper, better, and newer insights but with limited resources.
As the song goes, ‘the times they are a-changing’ for index providers and users. In the past decade, we have seen the rise of various financial regulations, which have created more challenges for the index industry.
The banking sector showed its most vulnerable face during the 2008 recession. Strict regulations and measures enacted soon after the crisis has been keeping banks on their toes.
Could the researcher get the same information from another data source at a better cost with no risk of non-compliance?
How do you form a marketing or an asset management strategy?
Risk data management is extremely important for banks, especially in times of financial crisis – and an efficient system for this task certainly has benefits.
Imagine a potential client who wants investment advice but whose earnings, while relatively high, don’t put them in the right bracket for your company’s full services.
Database subscription management is a high-priority activity for financial services firms.
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