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Portfolio Management Analytics

Credit Risk Reporting and Evaluation



To develop the strategic and analytic skills of Portfolio Managers new to Credit Risk and for Analysts looking for progression and a deeper insight into manging credit portfolios.


  • Reading the portfolio – linking financial results to underlying credit strategies
  • Scorecard design and measurement: getting models to really support decisions
  • Strategy formulation: a structured approach to designing and evaluating credit strategies
  • Strategy analysis: designing the MI to reflect objectives and expectations
  • Portfolio analysis: rethinking vintage matrices to detect early changes in arrears emergence
  • Monthly reporting: key features of an effective MI pack
  • Risk appetite: defining key metrics and interpreting alarm signals


At the end of this two-day seminar, delegates will:

  • Focusing on profit drivers - understanding the complexities of relating actions to consequence
  • Scorecard assessment - to ensure it is "fit for purpose" - in business terms
  • Design and evaluation of credit strategies - originations, pre-delinquency and collections case studies
  • Getting the right balance between scores and policies to reduce complexity
  • Presenting strategy alternatives, articulating assumptions and expectations
  • Using the "actual vs expected" principle to identify deviations from budget
  • Defining high level metrics and reporting with supporting statistical tests
  • Defining analyses to meet the objectives and requirements of the credit committee

Who should attend

  • Credit scoring, Credit Risk and Portfolio Management Analysts: involved daily in the development, deployment and monitoring of credit strategies, ideally with 12 months practical experience
  • Senior managers: new to the credit risk / operations area or requiring a great understanding of the role of scoring in running a credit portfolio

Format and materials

  • Formal presentations with practical exercises and whole group discussion
  • Break-out discussion and feedback groups
  • Seminar manual, including bibliography of reference sources, to take away.


Delegates should have some understanding of credit scoring and, ideally, will have attended “Scoring: Making it Work” or similar training.


2 days.
Day 1: 09:00 – 17:30
Day 2: 09:00 – 16:30

Kontakta mig!


Just nu har vi inga planerade datum för denna kurs. Kontakta oss för mer info.

Kurs Datum Tid Kategori Plats Pris Anmälan

Kontakta våra experter

Richard Damberg

Richard Damberg

Utbildare och kreditexpert

Richard har arbetat som företagsrådgivare i SEB i 11 år och har hjälpt allt från den lilla nystartade firman till stora koncerner. Richard brinner för utbildningar och har hållit kurser till och från i tjugofem år.
08-670 90 55 richard.damberg@uc.se


08-670 90 00 info@uc.se