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:




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




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




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 /


Support Budget / Resource Planning


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



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