The P-Solve Risk Management Solutions team assists investors in all aspects of their engagement with the market.
Strategy Objectives
Every solution we create is bespoke. We work closely with the client and their other advisors to understand fully their needs and the objectives of the strategy. We can then design a solution that uses a combination of techniques to create a strategy that behaves in the required way. Each possible strategy is tested for robustness and appropriateness using sensitivity models, residual risks are also fully analysed. The final decision lies with the client after advice and education from our team.
Implementation
The team regularly interacts with the market and has good working relationships with several of the major banks. We ensure that all necessary legal documentation is in place and that the client receives the best possible price that can be obtained. Because we are independent of any bank, we can assess fully all the options and ensure that best execution is achieved.
We also ensure that the chosen strategy remains appropriate at the time of implementation, as market movements can sometimes affect the attractiveness of certain strategies, particularly if a view on the direction or volatility of the market changes. The benefit of using us for both design and implementation is the assurance that we will act intelligently and in the best interest of the client.
Management
The RMS team also facilitates the ongoing management of the strategies we implement, including regular valuation checks of the individual components of the strategy, collateral management process and regular monitoring of the strategy against its objective. We also provide regular reports on the movements in the market and how this will have affected the chosen strategy.
Governance
A close working relationship with the client is a key element to our business so we can fully understand the client’s needs and how they may evolve over time. This facilitates the ongoing governance of the strategy to ensure it remains appropriate in current market conditions and compared to the client's objectives. We recognise that needs may change over time and we implement a dynamic consultation based service that enables strategies to be refined as and when required.