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Consulting Services

 

Please indicate your areas of interest and return by fax or e-mail.

 
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Company Name:
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General
1 Quantitative analysis and research
2 System selection and implementation
3 Back office operations - streamlining, systems implementation, designing and enforcing internal controls, financial reporting and analysis, etc.
4 Advice on structuring and setting up hedge and investment funds, including tax, compensation, legal, and other issues
5 Due diligence review of investment funds, managers, and advisors
6 Asset allocation planning and implementation
7 Executive search, staff recruiting and training
8 Financial products and derivatives - pricing, terms and conditions, operational controls, trading, hedging, risk management, etc.
9 Legal agreements - review of commercial terms and conditions of loans, fund and fund management agreements, listed and OTC derivatives, securities, prime brokerage and other account opening agreements, etc. [Please note that we cannot offer legal advice as we are not registered solicitors or lawyers; our advice will concentrate solely on commercial, not legal, terms of the agreements.]
10 Risk management - measurement, monitoring, and management of market, credit, liquidity, and operational risk
11 Trade research - ex-ante and ex-post strategy analysis
12

Other - please indicate details in the space below


 

Treasury
1 Review of cash management and funding operations
2 Review of hedging operations for efficiency and effectiveness
3 Assistance with the implementation of a mark-to-market and value-at-risk system
4 Review of treasury systems implementation and upgrades
5

Other - please indicate details in the space below


 

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