Services

NextGen Strategic Advisors Services Offerings

As a boutique consulting firm, NextGen Strategic Advisors’ strategy is to focus on specific practice areas where we have developed deep management consulting and real world management expertise. Our core practice areas include:

Regulatory Implementations

 

  • SEC’s Securities Based Swap Dealer Requirements
  • SEC’s Rule 18f-4: Use of Derivatives by Registered Investment Companies and Business Development Companies
  • Interagency Guidance on Funds Transfer Pricing

Regulatory Implementation Refinement

 

  • Streamlining Regulatory Compliance Implementations
  • Ensuring Pragmatic Policies & Procedures
  • Implementing Regulatory Reports
  • Streamlining Operations
  • Integrating IT Platforms

Risk Management Services

 

  • Enhancing Risk Management Data Integrity
  • Improving Risk-Adjusted Profitability Reporting
  • Driving Business Strategy With Risk Management Capabilities
  • Refining Policies & Procedures to Meet Pragmatic Requirements
  • Advising on Risk Related Regulatory Implementations
  • Identifying Risk Management Cost Reduction Opportunities

Leveraging Regulatory Investments for Competitive Advantage

  • Developing Business Unit Profitability Analyses & Reporting
  • Developing Customer Profitability Analyses
  • Developing Transaction Profitability Analyses
  • Identifying Benefits of Regulatory Driven “Big Data”
  • Enhancing Legal Entity and Board Risk Management Reporting
  • Improving Profitability / ROE by Determining Optimal Business Mix
  • Optimizing Scarce Resources (RWA, Capital, Balance Sheet, Liquidity, Risk)