Consultancy

We carry out the design, documentation and instrumentation of risk management systems for financial institutions, including: Policies and procedures of risk management, exposure limits, measurement models and methodologies and definition of functions, among other elements. The system is documented in the risk management manual.

Numeravi’s consultants have extensive experience in auditing and technical evaluation of the risk management function of banks, AFORE’s and microfinance companies. In these exercises our goal in to show institutions how take advantage of risk management and satisfy regulation efficiently.

We have valued credit institutions to carry out private capital offers. Our approach considers the losses that credit risk exposure can generate, impacting their value.

Valuation of an entire insurance institution or its operations in a new line of business, should be based on the calculation of assets and liabilities’ market value. The obligations that institutions have with its policyholders are particularly important and, in some cases, complex to assess. For valuation, Numeravi’s consultants apply market valuation models based on Solvency II regulation.

We designed hedging with derivative instruments for companies that need to hedge their income that depends on commodity prices, currencies, interest rates and precious metals.

As a best practice companies must assess the effectiveness of their hedges and record the correct value of positions in derivative instruments they hold.  We calculate the fair value of derivatives and the efficiency of hedges with these type of instruments.