Portfolio management

Portfolio valuation and monitoring: all information under control

In business, it is essential to be able to assess values correctly. The same is true of loan and receivables portfolios, which represent large volumes in terms of both quantity and value. We have decades of expertise in the field of portfolio management. This makes us the ideal partner for receivables sales and monitoring.

Contact the sales team

These benefits really pay off

Transparent portfolio auditing

From setting up the audit process, through analysis of your portfolio, all the way up to clustering based on rating levels - we advise you with full transparency.

Successful receivables sale

The portfolio audit lays the foundation for the successful sale of your outstanding receivables. If we perform this service, the valuation is free-of-charge for you.

Clear risk prognoses

Continuous monitoring, comprehensive analyses and our data warehouse enable us to draw up informative performance, trend and risk reports.

Analysis of outstanding receivables – valuation of portfolios

As experts in portfolio management, we support you throughout the entire investment procedure and all valuation-related processes. Offering independent consulting and providing comprehensive documentation are particular priorities for us in this regard. Our services include the following here:

  • Auditing the corresponding portfolios
  • Organisation of the audit process
  • Performing sensitivity analyses
  • Modelling of financing scenarios
  • Analysis of your internal valuation methodology
  • Clustering of your portfolios based on rating levels

Portfolio monitoring: gain more in-depth knowledge

Continuous monitoring makes sense when working with large receivables portfolios. It guarantees a high degree of transparency for all parties involved. Precise forecasts regarding future risks can then be made, enabling quick adjustments to portfolio valuations. The analysis expertise of our data warehouse specialists, coupled with our many years of experience, make us the perfect partner for your requirements. The services we can offer you include:

  • Collection and evaluation of relevant transaction data of the individual receivables
  • Data archiving, as well as ad-hoc analyses performed by our data warehouse
  • Drafting of informative performance, trend and risk reports
  • Clarification of implausible phenomena and measurement of their effects

Consulting on factoring

Would you like some individual advice? If so, please contact us and our colleagues will get back to you promptly. We will then work together to analyse your company's requirements.

Large enterprise solutions

We offer large companies tailor-made solutions. These address the individual requirements of their specific sectors and portfolio.

Do you still have questions? If so, please contact our sales team