Financial Modelling

FTI Treasury Case Study Financial Services Sector
Client Profile
A Financial Services Company present in different markets.
Client Problem
To have the expertize and skill set to develop a Capital Efficiency Model relevant to the business and product profile of the group.
FTI Treasury Solution
FTI Treasury approached this project by:
  • Consolidating required information by:
    • Gathering relevant information on geographies and product lines
    • Consolidating information to standard format
  • Developing an excel based model to:
    • Identify risk weighted assets on a product line basis by geography
    • Quantify risk weighted return on assets
    • Quantify risk weighted return on capital employed
  • Developing a Capital Efficiency Model that:
    • Consolidates all data in a single model for delivery to the company
    • Applies the Capital Efficiency Model to a range of subsidiaries
  • Developing a Briefing Paper on:
    • An analysis on quantitative outputs from the Capital Efficiency Model
    • Outlining key findings and focusing on Return on Equity Employed.
At the end of this project senior management have a model that provides quantitative input into the strategic decision making of the business.
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