Structured products are created for many reasons, from situations where specific needs of a company or investor might not be practically available from standardised financial instruments to use as a means of cheapening debt capital raisings for issuers.

 

From our experience, as the markets developed and reached a broader client-base, many complex investment products were sold to investors or companies who might not have fully understood their ramifications in all market circumstances. This exponential growth has meant that there is a real need for companies to be able to draw on experts who can advise on complex products and evaluate their appropriateness. Our analysis is applied to situations where clients have already purchased the product or where they need assistance in vetting a new product they wish to purchase.

 

Our approach is based on clearly understanding our clients’ needs, helping identify inherent risks, defining appropriate policies and terms and proactively recommending structures that are bespoke to a client’s needs. Examples of the types of work which we undertake for clients are:

 

• Portfolio Analysis (including Derivatives, ABS, CDOs, Structured Products)
• Portfolio diagnostics and stress testing
• Generic Risk and documentation due diligence on portfolios and products
• Specific Product and Transaction Assessment
• Key Document review

 

All analysis can be undertaken on either existing or proposed new products.