Competitor Analytics

 

Coalition’s flagship competitive intelligence product sets the standard within the investment banking and financial services sector for performance and efficiency measurement across Equities Sales & Trading, FICC Sales & Trading, Origination, Advisory, Transaction Banking, Lending and Securities Services.

 

Coalition Analytics equip and enable our clients to understand their competitive landscape and make informed strategic decisions accordingly. The analytics cover:

 

  • The largest 15 Global Investment Banks for 90+ products across Origination & Advisory, Equities Sales & Trading and FICC Sales & Trading and 5 regions
  • The largest 10 Transaction Banks for 15+ products across Cash Management, Trade Finance and Securities Services and 4 regions

Our Competitor Analytics product includes:

 

Revenues

 

Performance Benchmarking

 

  • Named, quarterly analysis of revenues, headcount
    And productivity
  • Like for Like "benchmarking of performance
    through accounting/organization adjustments
  • Customization of the output to reflect each
    Bank’s business model and product taxonomy
  • Intelligence across all regions and products,
    highlighting areas of out/underperformance
  • Bespoke deep dive projects with granular insight
    into a product and/or country

Organisational Insight

 

  • Market trends and strategic insight related to
    business structure and client franchise
  • Business structures including reporting
    hierarchies and coverage models
  • Identification of executive management and
    business heads

 

Resources

 

Model Assessment

 

  • Comparison of RWA requirements
    for VaR, S-VaR, CVA and IRC
  • Comparison of RWA requirements
    for Counterparty Credit
  • Identification of executive
    management and business heads

 

Risk Assessment

 

  • Benchmarking of actual RWA
    by business
  • Benchmarking of normalised
    RWA by business

 

Productivity Assessment

 

  • Revenues / normalised RWA, i.e.
    how much revenue is generated
    per unit of risk taken

 

Benefits

 

Benchmark Performance

 

  • Against named peers
  • On a quarterly basis matching strategy, planning and compensation cycles
  • On a like-for-like basis and to a Bank’s own business structure

 

Size the Leads and Gaps

 

  • Revenue opportunities/threats
    by business
  • Revenue opportunities/threats
    by region
  • Productivity outperformance /
    underperformance

 

Support Budget / Resource Planning

 

  • Resource budget planning
    by business and by region
  • Headcount allocation to
    optimise resources
  • Compensation analysis by
    business and by region

 

Questions?

  • To find out how we can tailor our analysis to best fit your needs, please contact us at:
    info@coalition.com