SPO
Second Party Opinion
Get an independent and well-founded opinion on your institution’s financial instruments, whether individually or on a portfolio basis.
We help you understand and decipher whether the financial instruments in your portfolio are aligned with your investment and risk policy. How?
Extensive financial analysis
- We analyze and evaluate the instruments in your investment portfolio, focusing on identifying risks associated with the issuer, whether they are governments, companies, or supranational organizations;
- We identify and analyze potential risks related to market conditions, liquidity, interest rates, exchange rates, credit, and capital structure;
- Additionally, we assess country risks from economic, financial, and political perspectives.
Independent and unbiased analysis
- Through specialized and impartial research, we carry out an objective assessment without conflicts of interest;
- A professional opinion instills confidence that investments are aligned with financial objectives and industry standards.
- We internally develop multi-factor scoring models that make the investment and risk management process more efficient;
- Ability to respond in a timely manner, meeting delivery deadlines.
- The ultimate objective is to optimize the investment portfolio: identify potential areas for improvement with specialized recommendations that can maximize profitability and improve overall investment performance and risk management in a structural way.
Know-How
Reinforced reputation and credibility
- For companies and institutions, the SPO service can improve reputation and credibility with investors, stakeholders and regulators. This demonstrates a commitment to transparency and responsible investment practices.
Institutional investors and corporates
Outsourced CIO: Outsourced Chief Investment Officer
Outsourced CIO: Outsourced Chief Investment Officer
Research on demand
SPO: Second Party Opinion
SPO: Second Party Opinion
FAQs
Yes Yes. We assess a portfolio’s risk profile through a comprehensive analysis that goes beyond traditional risk measures. We consider factors such as portfolio asset allocation, diversification, concentration, liquidity and underlying investment strategies. The service also includes assessing the alignment of the portfolio’s risk profile with the client’s investment objectives, risk tolerance and regulatory requirements, to provide an overall assessment of the risk profile.
ESG investments – Environmental, Social, Governance – are one of the practices we evaluate with the SPO service. Through an exhaustive analysis of the integration of ESG criteria into the investment portfolio and their respective impact, we assess the extent to which sustainable and responsible investment principles are incorporated into the portfolio’s investment process, allowing clients to obtain information about their performance ESG and alignment with your sustainability objectives, also giving specific recommendations to customer needs.
One of the main objectives of SPO is to identify potential risks that are not noticeable in a portfolio. We assess risk exposure of underlying investment instruments, along with evaluating factors such as leverage, liquidity risk and other potential sources of hidden risks.
A Second Party Opinion (SPO) in the context of credit risk analysis is an independent assessment carried out by external experts on the creditworthiness or viability of a specific loan or investment. This additional, impartial opinion provides valuable insights into the risks involved, the borrower’s ability to repay, and the likelihood of meeting financial obligations. SPO complements internal credit risk analysis by providing an external perspective and helping investors and financial institutions make more informed and informed decisions.
