Financial Valuation and Risk

Advisory and Solutions for managers of Corporate Treasuries, Banks, Funds, Funds of Funds and Insurance companies.
Quickly master your financial exposures for managerial awareness and regulatory purposes.

 

Services and Solutions

Providing added value to our clients since 1998…

Advisory

Our financial and IT engineers, combining their strengths together for the last 16 years,  digest the ever-evolving regulation, analyse situations, accompany managers, provide independent expertise to courts, law firms, group treasuries, private banks,…Discover more about some of our use-cases here.

Training

True advisors don’t rest on their knowledge to sell it recurrently to their clients. Elevating our clients means sharing a continuously evolving knowledge. We don’t mind about telling you how we do things because we will be telling you tomorrow how to do others. See some use-cases here.

FinBoard

FinBoard is the perfect financial dashboarding layer you can put on top of your existing system(s) to quickly respond to new regulatory and managerial needs whilst making your existing system more perenne and keeping it as steady as before.
FinBoard is so business-oriented that it is used during executive and client meetings to stress-test scenarios live.
Discover our two platforms: FinBoard Banking and FinBoard Treasury.

Financial Modelling on Excel

Somebody said once: whatever cannot be shown in Excel is probably too complex to be of any use. Everybody uses Excel. Do you want to better use it and be able to use its full performance? Do you want your team to share a common best practice to insure sustainability of your applications and workflow, independently from who made it? Check it here

OpFunds

Specially designed for funds of hedge funds (FoHFs), OpFunds brings a very ergonomic platform on which to administrate your FoHF, follow-up transactions, tranching and versioning, verify NAVs, streamline and follow your FX hedging policy, allow analysts to remotely connect and feed the knowledge platform. Definitely more robust than a multitude of Excel spreadsheets but giving you back the full independence to manipulate results back into Excel.

And More…

Continue reading more about why our customers think that FinMetrics is a rare firm…

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Our Observatory

Latest Updates

On April 30th 2015, the ATEL (Luxembourg Association of Corporate Treasurers) will hold its 5th annual Risk Observatory Workshop. The subject this year is “Financial Risk Management Update and Best Practices Reviewed”. The agenda of the event is organised as follows: First part (12h15-13h30): Business lunch This first part aims at providing an update in… Read More

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This Thursday October 2nd, corporate treasurers from Luxembourg but also from neighbor countries will be gathering to celebrate the 20th year anniversary of the Luxembourg Association of Corporate Treasurers (ATEL). The agenda includes a series of workshops with Amundi, Fitch, Ernst & Young, Reval & FinMetrics, a cocktail tracing back the evolution of the group… Read More

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If you are still struggling with EMIR technical issues, FinMetrics can provide you with a pragmatic, quick, easy to deploy and inexpensive solution. For instance, we have recently helped clients to map the UTIs (unique trade identifiers) of their banking counterparts with the ones of their own TMS or back-office at short notice, in time… Read More

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The next EMIR deadline is here. Complying with EMIR, means among others: Having the Group Treasurer as a good project leader, knowledgeable on trading regulations and the group exposures, and organising/compiling updates on the regulation(s). This is real project management and continuous monitoring of the evolving obligations and actors. Adapt docs Notify the top instances… Read More

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Don’t miss the first edition 2014 of the ATEL magazine! Excerpt from the Risk Observatory this quarter: Back to our role in the society… In our last edition, we stressed the point of view that there is a growing need to make sure to be heard by politicians on how to examine and judge financial… Read More

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Testimonials

What Our Customers Think

For Banque Audi (Suisse) SA, FinBoard Banking is a complete collateral screening & stress-testing dashboard used by compliance officers, traders and customer-relationship managers. FinMetrics participates regularly in reflections on risk governance around the activities of the bank.

FinBoard Banking has allowed us to be more flexible and increase our trading activity due to a better scrutiny of our exposures, a more focused service for the client and a real collaborative approach between compliance officers and portfolio managers. FinBoard is our solution for credit allowance & monitoring. FinMetrics accompanies us in enhancing its functions on-demand very dynamically.

For Elsevier Finance, FinMetrics has actively participated in the process of designing hedge effectiveness reports with auditors and rapidly implementing those requirements in the dashboard.

FinBoard Treasury is an ALM dashboard that allows us to
daily screen our exposures, define overlays, preorder trades and examine the strategic hedging allocation in our portfolio while stress-testing the impact of changes in interest-rate costs. It produces automatically our IAS39/IFRS9 hedge effectiveness reports, and compute the P/L impact.

For Tradition (Lausanne, Switzerland), FinMetrics provided advice on implementing counterparty risk monitoring and choosing the operational risk solution best suited to their needs. FinMetrics collaborated to define the requirements in matters of operational and counterparty risk management. For the latter, FinMetrics deployed a complete dashboard solution with KRIs.

At Cargolux Airlines International S.A. in Luxembourg, we use FinBoard Treasury to manage our fuel price risk, fuel being by far the biggest cost factor for an airline.

FinMetrics developed a tailor-made solution for us which, during the 5 years we have been using it, has proven its reliability and precision.  FinBoard’s user-friendly interfaces support our day-to-day work by displaying and analyzing data, monitoring our portfolio and delivering quick results. For tactical and strategic portfolio management, FinBoard lets us simulate and implement deals up to eventually reporting the new situation in its portfolio and market context.