Valuation
Research and analyse information to perform valuation for business and financial assets in accordance with applicable frameworks and regulatory requirements
Type
Functional
Competency Area
Investment and Financial Management
Levels
Perform valuations for business and financial assets and execute risk management processes
Select suitable valuation methods and perform valuation based on chosen method
Analyse the results of financial modelling and derive best issuance options
Carry out stress testing processes
Prepare qualitatively sound and effective cash flow and repricing risk mitigation strategies
Support development of the prospectus and preparation of transaction documents
Perform sensitivity analysis by testing business assumptions
Translate possible mergers and acquisitions (M&A) additional value into future cash flow by performing synergy analysis
Value financial market products from different asset classes based on market liquidity, indices and benchmarks
Use sources of information for industry and business benchmark comparison
Extract information from relevant databases for valuation purposes
List parameters to be considered based on valuation purposes
Review valuation for business and financial assets and develop risk management processes
Determine the strengths and weaknesses of each valuation method
Validate the results for use in decision making according to entity
Recommend suitable valuation methods depending on scenarios
Review analysis and due diligence to ensure compliance with regulatory guidelines
Develop and implement behaviour models and management processes to ensure a robust Asset and Liabilities Management framework
Develop stress testing processes
Review relevance and reliability of primary and secondary information
Review relevance and reliability of industry and business benchmark comparisons
Review relevance and reliability of parameters to be considered based on valuation purpose
Articulate relevant databases for valuation processes
Evaluate the information for accuracy and relevance, and oversee valuation
Assess the appropriateness of methods and inputs used for valuation
Identify potential gaps in information to design plan to address these gaps
Evaluate suitability of parameters for consideration
Establish information to guide the team in selecting relevant details to the valuation process
Define objectives for the design of stress testing processes and analytics
Determine if the information compiled is sufficient to arrive at the valuation conclusion