Financial Engineering


In simple terms, any company wants to improve its return on equity and this means either driving the return up or reducing the amount of equity (capital) it needs.  There is also often a need to stabilise the returns and avoid them being dependent upon external factors such as stock market returns.

There are all sorts of ways of doing this, some of which come under the heading of Financial Engineering.  David has experience of both trying to drive return up and also in seeking to reduce the capital needed.  Apart from the activities described elsewhere, David has been involved in looking at:

  • Securitisation
  • Liquidity Swaps
  • Stock Lending
  • Reinsurance
  • Asset Allocation Strategies
  • Derivative Protection