Financial Services Industry Overview
The increasingly complex regulatory requirements across the globe have compelled financial services companies to strike a balance between regulation, environmental adaptation, and market share in order to ensure the organizations’ long-term stability and development. To counter the increasingly complex milieu Sp
endEdge’s global financial services experts conduct several market surveys and consult professionals who offer best-in-class service to address the various issues faced by financial services companies in the external environment as well as their internal management.
Challenges Facing Financial Services Companies
Despite the growth in the global economy, businesses operating in the financial services industry 
are poised to witness several challenges. Here are a few challenges that leading financial services companies are currently facing:
- Data security and privacy: Financial services companies will not be able to recover from the loss of data due to inefficient data security measures adopted by them. This, in turn, damages the reputation of their suppliers and customers. However, the high costs associated with profile breaches and security will greatly affect the profit margins of the company.
- New revenue opportunities: Owing to the different problems faced by financial services companies, several players are still struggling with their revenue. Hence, they are more focused on conducting research to explore better options.
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About the Client
The client is a part of one of the leading global financial services group, which is also one of Canada’s largest private insurance organization.
Client’s Challenge
Due to the growing complexities in the global financial services industry, the client found it very difficult to outperform their comparative benchmarks. Also, the changes in the regulatory requirements with respect to liquidity and capital, increasing margin pressure, and dynamic market conditions had greatly impacted the client’s decisions to conduct a portfolio analysis to understand its functions and align it closely with their areas of concerns, including business functions, investment risks, and other such functions.
Engagement Overview
To help the financial services client, we conducted a confidential and comprehensive portfolio analysis, which helped quantify investments and optimize the allocation of capital. This engagement revolved around the detailed analysis of asset allocation and overall risks in the industry. Portfolio analysis also offered the required information for decision making with regards to risk calculation, investment objectives, and asset allocation; thereby, helping the client to predict and assess future trends for every investment within the global financial services industry.
Portfolio Analysis: Why is it important in today’s digital age?
Portfolio analysis extends to all areas of investments such as procurement, funds, securities, equities, and other options. It is important for organizations today because every asset has several associated risk factors that affect the overall ROI. When properly implemented and practiced, portfolio analysis helps break down and study the company’s investment portfolio to gauge its suitability for a given investor’s preferences along with its likeliness to meet the future goals and objectives of different investment mandates.
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