We offer a unique, 16 major milestone program to quantify many exposures and risks on an enterprise-wide basis. An increasing number of financial and commercial firms recognize that portfolio management is a vital business competency.
Portfolio management can assist a firm in generating profits, monetizing surplus inventories, and providing pricing services for customers. Most importantly, a well-designed and executed effort contributes to earnings certainty and more effective debt management, benefiting the firm's cost of capital.
In the energy sector, portfolio management includes both the physical trading of a commodity, and risk management using financial tools such as futures, options, and swaps. Risk management is used to reduce the risk of adverse price movement through hedging, and to generate profits through financial engineering.
The application of portfolio management must stem from a firm's business goals and objectives. TERA's comprehensive framework of portfolio management services allows you to move safely forward into new and uncharted territory. Included in our portfolio management services are:
- assessing corporate risk
- examining and modeling existing assets
- examining the need for portfolio management
- establishing or improving decision systems
- establishing performance criteria
- determining position tracking and information system needs
- educating front, mid, and back office staff
For more information about TERA's risk programs and consulting services, and
the rapidly restructuring energy environment, please
contact TERA.
