Developing Robust Financial Models for Portfolio Monitoring Solutions

A newly established sovereign wealth fund had recently become the owner of a multibillion-dollar portfolio of diverse businesses, spread across multiple industries and having global operations. The fund required the infrastructure to be an effective custodian of these assets and to create value in these businesses. The sovereign wealth fund lacked detailed financial models which were integral to understand, analyze and challenge management’s strategic plans. The client, therefore, engaged Kroll to develop financial models and a consolidated portfolio monitoring solution which would enable the client to give the board latest insights on overall portfolio and sector performance and drive forward its economic vision for the EMEA region.

The financial models and Power BI monitoring solution developed by Kroll were critical to the client’s success for:

• Enhancing the client’s understanding of value drivers in the underlying businesses
• Developing the client’s capability to challenge management on its projections for delivering stronger financial returns
• Increasing efficiency to perform independent analysis and automatically update the projections in the portfolio monitoring solution
• Equipping the client with the tools to simulate M&A activity and other strategic initiatives which stressed the portfolio for macroeconomic shocks

Harnessing our best-in-class team of dedicated financial modelling experts, Kroll was able to deliver a timely, strategic and extensive solution for our client to successfully manage risks and navigate a wide range of sectors confidently.

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