Why Work With Portfolio Defense?
Some important questions to ask your next potential risk management partner:Experience:
What is the experience level of your staff? How extensive is their analytic and industry experience? What specialized training and advanced education do they have? What are their professional credentials? How many projects have they completed? How many of your senior staff have been with the firm for a substantial period? For over five years? What is your quality assurance process? What guarantees are offered with your products and services?
Commitment:
Will a team of dedicated, experienced staff be assigned to my project? Will we get to meet the team before work begins, and can we choose our project team? How many different staff members will we work with, and are they dedicated to our project? How many other projects are they working on? Who can we contact to quickly resolve any problem and assure us that our project is receiving the appropriate resources?
Technical Excellence:
Are your staff up to date on the latest predictive technologies? Can you use a variety of technologies such as CART, CHAID, Neural Nets, and multivariate modeling techniques, or are we limited to just one approach? Can you explain the relative costs, benefits, and tradeoffs of different techniques?
Strategic Advantage:
Do you have a single, inflexible way of working with clients, or can you help us define our risk management problems in a variety of new ways? How can you assure us that you won't level the playing field for our competitors? Can you assure us that our proprietary business approaches and techniques won't be revealed to your other clients? How will you provide us with a sustainable competitive advantage? Do you seek to sell us data, scores, or software as well, or do you focus only on building us the best analytic solution?
Innovation:
Can you give us some examples of your innovative analytic solutions to business problems? What is your approach to building models during periods of volatility? Do you have techniques to identify hidden variable interactions? Can you assure us that your methods don't "overfit" the data?
Customer Service:
Can you commit to meeting our implementation schedule? What is the impact of missed schedules? How much, and what type of support will you provide both before and after project completion?
Implementation Focus:
How many members of our project team have operations or financial services experience? What practices do you follow to ensure successful implementation? What references do you offer?
At Portfolio Defense, we recognize that each client deserves an integrated solution that will add clear and measurable value. We allow you the time to think strategically about your business and get closer to your customers, without being bogged down in the technology.
Our principals and staff have over 45 years of relevant experience. We speak your language, understand your needs, and focus on your implementation environment.
Proprietary new technique to reduce disparate impact of credit risk scores permits enhanced fair lending compliance and community outreach.
What Clients say:
"Portfolio Defense developed our first set of risk models, which enabled our retail business to survive the shocks of 9/11 and grow over these past eight years, with multiple generations of models."
V.P. Risk Management,
Major Automotive Retailer
Proprietary new technique to reduce disparate impact of credit risk scores permits enhanced fair lending compliance and community outreach.
What Clients say:
"Portfolio Defense developed our first set of risk models, which enabled our retail business to survive the shocks of 9/11 and grow over these past eight years, with multiple generations of models."
V.P. Risk Management,
Major Automotive Retailer