• ScorePlus

    ScorePlus

    Open Seminars

Portfolio Management Analytics: Credit Risk Reporting and Evaluation

16-17 October 2017. Course run by Helen McNab

Objectives

To develop the strategic skills of Credit Scoring / Risk Insight Analysts and Portfolio Managers, through the rigourous design and evaluation of credit strategies, underpinned by scorecards, and the reporting of portfolio performance for scrutiny by senior management. 

The course is a development of the previously offered "Talking Number" seminar.

Topics:

  • Reading the portfolio – linking financial results to underlying credit strategy oppotunities
  • Scorecard selection and measurement: getting the most out of models to support decisions
  • Credit strategy formulation: a structured approach to defining objectives, design and evaluation
  • Strategy analysis: designing the MI to reflect objectives and expectations
  • Portfolio analysis: rethinking vintage matrices to detect early changes in delinquency trends
  • Monthly reporting: key features of an effective MI pack
  • Portfolio metrics and risk appetite: defining key metrics and setting triggers for action

Supporting examples are drawn from across the credit cycle: originations, existing book and collections.

Benefits:

At the end of this two-day seminar, delegates will know how to:

  • Identify key profit drivers and understand the complexities of relating actions to consequence
  • Critique a scorecard to ensure it is "fit for pupose" - in business terms
  • Design and evaluate credit strategies, using an analysis driven framework of clear objectives and expectations
  • Use scores to reduce complexity in these credit strategies
  • Present strategy alternatives, articulating assumptions and expectations
  • Use the "actual vs expected" principle to identify deviations from budget
  • Define high level metrics and reporting with supporting statistical tests

Who should attend

Credit scoring / risk insight analysts: involved daily in the development, deployment and monitoring of credit strategies and portfolio peformance, ideally with 12 months practical experience

Portfolio managers: new to credit risk a or requiring a greater understanding of the role of scoring in running a credit portfolio along with key metrics for measuring success

Format and materials

Formal presentations with practical exercises and whole group discussion

Break-out discussion and feedback groups

Seminar manual to take away along with a ‘back at the office “to do” list’, to support seminar learning and web resource listings.

Duration

2 days

Available as an open or in-house seminar. All open seminars are held at the top class Marriott Royal Hotel, Bristol, BS1 5TA, UK. In-house seminar dates are arranged to suit the client.

For more on course content and place availability, email training@scoreplus.com

Open seminars - Fees excluding VAT
First delegate: £850
Second delegate: £800
Each subsequent delegate: £760

Open seminars - The small print
Open seminar prices include course materials, refreshments and lunch each day, and the course dinner after day one. Fees exclude travel and accommodation. UK VAT at the standard rate is payable in addition (regardless of delegate’s country of origin). Discounts are given (as shown above) for delegates from the same company who book on the same course. These do not apply to cross-course bookings. Substitutions may be made at any time without charge. Cancellations within 14 days of the course start date are subject to a cancellation fee of 30% of the course fees. Prices valid until 30th June 2015. Payment is required on invoice.