Portfolio Management

The UNIVERSUM Group has decades of expertise in the area of portfolio management and is your ideal partner for the evaluation of your receivables portfolios.

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Portfolio Management:

We evaluate your outstanding receivables

No unpleasant surprises

We evaluate your portfolio

Everywhere in business life, it is important to estimate values correctly. This particularly applies to credit and receivables portfolios, since these can represent large volumes both in terms of amount and value. The UNIVERSUM Group has at its disposal decades of experience in the field of managing portfolios, which makes it an ideal partner in the area of selling and monitoring recivables.

Analysis of Your Outstanding Receivables

We are experts in managing portfolios and we will accompany you in all relevant processes of evaluation during the entire investment process. Thereby we highly value an unbiased consultancy and comprehensive documentation.

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We will provide you with our expertise during all of the steps in the portfolio acquisition

  • Examination of relevant portfolios
  • Organization of the evaluation process
  • Performing sensitivity analyses and modelings of financing scenarios
  • Analysis of your internal evaluation methodology
  • Clustering your portfolios according to rating levels

Advantages of our Portfolio Monitoring

> We collect all relevant transaction data of individual debtors and thus enable an evaluation.

> The data warehouse operated by us can be used for archiving historical data as well as for performing in-depth ad-hoc analyses

> We will provide you with informative performance, trend and risk reports

> We will investigate and clarify implausible phenomena and quantify their consequences for you

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Intensified knowledge through monitoring

When dealing with large receivables portfolios we recommend a constant monitoring, which ensures a high level of transparency for all parties involved. This enables accurate predictions regarding future risks, which allow for making rapid adjustments to receivables evaluations when needed. Thanks to the analytical expertise of our data warehouse specialists and our long-standing experience, we are your perfect partner.