Services
Holland Park offers a range of services to improve the management, oversight and measurement of risk.
Our consulting practice and outsourced risk “middle office” help clients overcome the key barriers to excellence listed below.
1. Lack of Focus or Clarity in Mission
2. Poor Processes
3. Inadequate Resources
Risk Consulting Practice
We work with management teams and boards of directors to address gaps in risk management and governance relative to generally accepted risk principles and leading practices.
Our practice is led by Valter Viola, who is an advisor to some of the largest institutions in the United States and Canada, including the $12 billion San Francisco Employees’ Retirement System. Our largest client operates in the United States and manages over $50 billion.
Some deliverables and outcomes from our consulting services are listed below.
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1. Risk Framework
| We develop a risk framework that answers key questions about risk (and return), describing a budgeting process to allocate risk targets and possibly risk limits
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2. GARP
| We develop and apply generally accepted risk principles (GARP) to measure actual and budgeted risks
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3. Systems
| We operate risk systems to monitor risks vs targets and limits
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4. Reports
| We provide reports to fiduciaries that answer key questions
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5. Policies and Procedures
| We review and develop policies and procedures that provide structure to implement the risk vision
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6. Culture
| When we’re finished, a more risk-conscious culture emerges
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Holland Park offers workshops that can be tailored to meet the unique needs of staff or trustees.
We also run “case” workshops, where we bring clients and others together to discuss key issues and how to address them. We use real case studies, appropriately disguised if needed.
Click here to learn more about our next workshop and register.
We work closely with Risk Wise Inc., a management consulting firm, to address some of the organizational design and change management issues that arise from our gap analyses in the risk management and oversight area.
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Outsourced Risk "Middle Office"
Our outsourced “middle office” provides risk monitoring and reporting services to funds that have limited staff and financial resources to manage the systems, data and people alone.
We work with Chief Investment Officers and other staff to support risk management specifically and portfolio strategy generally (active and passive).
We also work with Chief Financial Officers, Chief Operating Officers and Chief Risk Officers on issues related to compliance and control.
The value proposition is simple. You focus on the portfolio. We operate the navigational tools to give you the insights you need to improve risk-adjusted returns and provide the transparency and controls that you need.
Our analytics are powered by Algorithmics’ software, a world leader in enterprise risk solutions for financial institutions.
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