Loan Portfolio Valuation

Whether buying, holding or selling, analysts in commercial banks, loan originators and the secondary markets know that valuing a loan portfolio has never been easy. Institutions can be exposed to unnecessary risk or poor performance when they can not quickly assign accurate scores to individual loans as well as to entire portfolios of loans. In addition, the complexity of most valuation systems forces business people to wait for in-house expertise whenever an analysis requires even slight modification, causing costly delays in the decision-making process.

INSIGHTFUL'S SOLUTION

The Insightful Loan Portfolio Valuation Solution uses an easy-to-understand, self-documenting workflow to extend sophisticated portfolio analysis capabilities to less technical decision makers. Standardized deployment of loan valuation processes improves collaboration and quality of information, and avoids costly mistakes associated with using multiple spreadsheets or software programs. Your decision-makers will also quickly understand what's happening in the analysis and can easily tune the steps to fit their needs, streamlining the loan valuation and risk management process for improved efficiency and consistency across your organization.

KEY BENEFITS

The Insightful Loan Portfolio Valuation Solution provides senior analysts and less technical decision-makers with essential capabilities for improving portfolio profits:

• Streamlined, self-documenting process is easy to explain, share and maintain
• Flexible and adaptable to fit your existing
  environment and grow with your changing needs
  
• Score even the largest portfolios at the individual account level for greater accuracy
  
• Create more profitable loan products by identifying drivers of portfolio cash flows and risks
  
• Empower decision-makers to perform their own
  analysis

The Insightful Loan Portfolio Valuation Solution is a turnkey software, training and implementation services package that ensures your success with side-by-side development and tailoring of your first valuation and reporting application.

More Finance Applications

• Loan Portfolio Valuation
• Portfolio Optimization
• Risk Management
• Trading Strategies
• Basel II
• Quantitative Data Analysis with Excel and S-PLUS
• Analytic Customer Behavior Modeling

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