We support your Projects
References and realized Projects
Partner in Transaction Structuring
Finomics supports you with the financing strategy, the business plan and the transaction structuring. We also place your project in front of suitable investors. Benefit from our experience and our large network, which spans many industries, e.g. real estate, energy, technology, agriculture, infrastructure. We are also happy to develop financing options for you with institutional or qualified investors in combination with banks and insurance companies. This involves working out financing solutions with Export Credit Agencies (ECA), financial institutions and multinational organizations and obtaining performance guarantees. Here is an excerpt of some project financings we have carried out for our clients.
Expertise since 2007
Customers
- Recording and discussion of the investor’s expectations
- Presentation of the banking, regulatory and tax framework in Switzerland
- Presentation of the detailed requirements of FINMA regarding bank licensing (procedure, capital requirements, business plan, application for approval)
- Presentation of interesting business opportunities for qualified investors in cooperation with external partners
Swiss Financing Boutique
Support in the structuring of a suitable financial vehicle, 2012 – 2016.
- Planning, structuring and coordination of the entire issuance process
- Taking over communication with banks, regulators, lawyers, auditors and other financial intermediaries
- Support in the preparation of prospectus for financial product
- Issuance of financial product
- Support in the acquisition of investors
- Ensuring documentation
Swiss Energy Trading Company
Support for the Development of Risk Controlling, 2010 – 2011
- Redesign of the methods and processes for the end-of-day processing of energy trading positions
- Support in the generation and validation of risk metrics (open energy, mark-to-market, value at risk)
- Support in the generation of P&L components of energy trading positions
- Creation of requirement specification for operational implementation
- Development of management reporting and analysis framework for energy trading positions
- Planning, structuring and coordination of project work
- Ensuring documentation
- Definition of market and position data requirements for new trading products
- Creation of the operational concept for the daily end-of-day valuation of financial instruments
- Creation and implementation of a detailed concept for the plausibility check of valuation parameters taking into account volatility surfaces for option positions
- Preparations for regulatory reporting of additional market risk positions with Abacus FiRE (market risk standard procedure)
- Training of the responsible persons in the bank
- Planning, structuring and coordination of project work
Swiss Insurance Group
Support in the implementation of a risk measurement framework, 2009
- Implementation of a framework for aggregation of risk metrics (value-at-risk and expected shortfall).
- Aggregation of risk metrics to different levels along the corporate hierarchy, risk types, business lines, etc.
- Development of a framework for reporting the calculated risk metrics
Swiss Bank
Support of Market Risk Controlling in the Introduction of a New Risk System, 2008
- Development of a risk measurement concept according to the VaR method
- Redesign of methods and processes for end-of-day processing of trading positions
- Support in the validation of the new risk and P&L ratios
- Plausibility check of market data and valuation parameters
- Creation of the requirement specification for a risk system
- Evaluation software according to developed criteria/li>
- Support during the implementation of the new application
- Acceptance of the overall functionality of the risk system and transfer to the operational process
- Training of the responsible persons in the bank
- Planning, structuring and coordination of the project work
- Ensuring documentation
- Validation of VaR calculations (VaR Parametric and VaR Monte Carlo Simulation) for individual instruments and sub-portfolios, taking into account correlations between individual risk factors
- Acceptance of the valuation models for VaR Parametric and VaR Monte Carlo Simulation
- Building stress testing procedures into the risk framework
- Development of backtesting procedures
- Documentation of the individual test procedures and results
- Elaboration and documentation of a VaR limit system and preparation of a template for decision makers
- Adaptation of risk reporting to the new key figures and to the limit system
- Training of the responsible persons in the bank
- Planning, structuring and coordination of project work
- Analysis of the status quo of the risk management framework and Basel II implementation
- Identification of the need for action to ensure compliance with the Basel II Swiss Finish (qualitative and quantitative provisions)
- Presentation of the approaches available in the Basel II Swiss Finish for determining capital requirements for selected transaction types and transactions
- Documentation and presentation of the need for action and of concrete recommendations for further Basel II implementation
Need professional support in your Project?
Take advantage of the expertise of Finomics AG from Zurich. We support qualified companies in planning, structuring, financing and investing their projects and engagements. Contact us now.
