Ensuring effective implementation of any policy requires an independent middle office.. However, establishing and staffing one can be costly for mid-sized and even some large companies. To address this, we offer a middle office outsourcing service and an implementation framework aligned with the company’s policy.

We then work closely with the company’s treasury on an ongoing basis, managing the middle office with a dedicated team of two consultants who provide key insights, including:

• Daily MIS reports
• Automated hedge signals based on policy guidelines and market movements
• Regular market discussions, often daily, covering exposure changes and their impact on risk and hedging needs
• Quarterly audit committee reports and, when required, board meeting updates on strategy performance
• Bi-annual strategy analysis, evaluating alternative approaches and their hypothetical performance

This service ensures seamless execution, oversight, and continuous optimization of the company’s risk management framework.