Advisory
The growing emphasis on data for optimal managerial decision making has compelled banks, financial, and alternative investment managers to actively enhance data usage.
While performing an array of services ranging from valuations, loan due diligence reviews, predictive analytics, compliance, and operating system processing, BPA’s advisory offerings have become integral to its clients.
We provide loan managers, investors, fund administrators, banks, and auditors with support that enhances their processes and improves confidence levels.
BPA can quickly and cost-effectively create a tailored suite of services crafted to your unique needs.
Asset Valuation
Asset valuations for independent assessments of illiquid and Level-3 assets ranging from individual investments to multi-class portfolios
Affirmation of internally-generated valuations for investor, auditor, third-party administrators, and some of the world's leading private investment funds
Consumer and Commercial Loan and Lease Portfolios
Mortgage Loans and Portfolios
Defaulted and Illiquid Debt, Non-Performing Loan (NPL) Portfolios
Leveraged loans, including senior secured, second lien, mezzanine, and other subordinated debt
Due Diligence
Reviews on loan portfolios, servicers, purchases and sales
Loan level on new assets and existing owned assets
Servicer reviews, findings, and recommendations
Performance analyses, recommendations, and strategies for profitability enhancement
Capital allocation prioritization advisory for objective, defensible investment processes
Predictive Analytics
Using AI and Data Analytics for Enhanced Profitability
Advanced modeling designed to optimize use of capital
Implementation of machine learning techniques to focus on higher asset values and opportunities
Employed in Master Servicing to determine optimal placements and collection value
Compliance
Risk and Regulatory Monitoring
Develop and implement compliance programs consistent with regulatory requirements
Match monitoring and compliance activities with operating procedures, accounting policies, internal controls, and regulatory requirements
Perform periodic monitoring
Participate in annual compliance reviews
Systems
Optimizing proprietary and cloud-based processing
Automations for manual, MS-Excel, SQL, MS-Access, MS-Office, and document processes
Operations involving accounting, credit administration, and valuation platforms
Developing and operating SQL and MS-Excel-based systems to support all aspects of accounting, loan servicing, and investor participations
Collecting, storing, and validating data using automation tools for reconciliation and quality control
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Contact
327 Plaza Real, Suite 320 | Boca Raton, FL 33432
(954) 938-3000
info@bostonportfolio.com