National Multilateral Development Banks

We work with a diverse set of banking and non-banking institutions, including universal banks, securities firms, national banks, exchanges, and information providers. Our work encompasses overall strategies for the wholesale business and for specific products, client segments and geographies; organizational issues; performance improvement; and mergers and alliances. We also undertake work on client issues in information technology, risk management, branding and customer relationship management. We help a broad range of banking and consumer finance firms navigate a dynamically changing environment, in which regulatory constraints, consumer deleveraging and evolving channel dynamics present significant obstacles to profitability. Portfolio projects are customized, with scale and timing driven by client need. Our services range from rapid assessments of portfolio company business functions to comprehensive turnaround of performance, redesigning processes, operations, and products from the ground up. Our approach to supporting clients is customized and collaborative, and combines deep industry expertise and experience with proprietary quantitative analytics and research. We help banks build the capabilities they need to succeed in the long term.

Our work with clients in pre-diligence investment screening is varied and tailored to their specific needs. We help qualify investment opportunities by leveraging a systematic process to screen and reveal potential targets and provide proactive, investable insights and thematic ideas. Our flexible model allows for a wide range of configurations, from targeted analysis to fully-integrated due diligence. We also offer in-depth, customized workshops and access to proprietary research and data. Our approach to due diligence is flexible and analytics-driven, incorporating extensive industry experience.

Our clients seek deep and lasting strategic and operational improvement on growth and performance. We provide counsel on issues in strategy, organization, earnings improvement, operations, and sales and marketing. We also partner with clients to develop sound observations about the future state of the industry and to make strong strategic choices that will enable them to adapt and thrive in a changing market. Our collaborative and fact-based approach relies on deep proprietary research that spans all institutional and retail segments, asset classes, and products, such as exchange-traded funds. The firm’s goal is to deliver enhanced returns and capital preservation over the long-term through a rigorous application of our intellectual and financial capital.

In an era of rapid technological change, we offer a range of services to help financial services firms improve business performance, reduce operational risk and develop compelling value propositions for their customers. Our global network of practitioners and dedicated experts augment their work with a robust proprietary knowledge base comprised of research, benchmarks and tools. We focus with clients on IT effectiveness and strategy; improving back-office performance; smart-sourcing; risk management; sales and marketing effectiveness; and large-scale program management. Our value proposition is concentrated on formulating solutions that create business value, both as architects of innovative solutions and as implementation co-managers. We have an unparalleled end-to-end view of risk management processes, combined with a proven digital delivery capability and market-leading expertise and methodologies in data management and analytics. These capabilities, along with deep operational expertise across a range of sectors, leading-edge technology experience, and a finger on the pulse of emerging innovations in financial technology and regulatory technology, make us an invaluable partner for our clients.

We help institutional investors—particularly large public pension plans, sovereign-wealth funds, and endowments—better understand the risk and return potential of their portfolios. These risk types include loss and scenario-based models—for setting capital requirements (for example, the advanced management approach and the Solvency II Directive) and for stress testing (for instance, the Comprehensive Capital Analysis and Review in the United States, the Prudential Regulation Authority in the United Kingdom, and the European Banking Authority and the European Central Bank in Europe). We also help them disaggregate the sources of investment performance and costs to get a fuller view of their risk-adjusted returns. Increasingly, we help institutional investors use insights from big data and machine learning to stay at the cutting edge of their disciplines. We embed these insights and techniques into ongoing investment and risk-management processes to help clients build lasting capabilities.