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Financial Analysis Services
Yantram is a robust financial analysis services tool. Here are just a few solutions designed specifically for foundations and organizations with endowments:
Long-Term Pledge Valuation
Quickly and accurately determine the Net Present Value (NPV) of both regular and irregular pledge payments without the assistance of an expensive auditor or cumbersome spreadsheet.
Spending Policy
Ensure the value of your endowment is preserved and the income is spent according to policy. This unique solution can easily test “what if” scenarios under a mixture of spending assumptions and economic conditions to improve your forecasted budget.
Stewardship Reporting
Analyze and share accurate accountability reports from both a revenue and cost perspective so you can quickly acknowledge gifts and continue to build a strong reputation as a good steward in your community.
Unitization of Pooled Endowment Funds
Gain access to detailed summary and individual fund reports so you can better manage the financial returns from your pooled endowment strategy.
Benefits of outsourcing Financial Analysis Services
- Information for action: Outsourcing financial analysis services gives
management access to faster and more accurate interpretation of
financial data. This enhances decision-making ability so that proactive
action can be taken to improve the financial health of the organization.
- Better technology: Access to improved technology means that data
can be used on a regular basis to improve service levels in the company.
- Business transformation: Cost savings, although substantial (40-60%)
are no longer the only reason for outsourcing financial analysis, which can
help a business become more competitive by providing better service and
quality, continuously innovating in products and processes, thus
increasing value to stakeholders
- Transparency and regulatory compliance:CFAs the world over are
turning to financial services outsourcing to achieve improved financial
reporting and regulatory compliance with laws such as the Sarbanes-
Oxley Act.
- Knowledge management in the financial services industry contributes
to the bottomline of the company.
Scope of Financial Analysis Services Provided
Our financial analysis services are used by Financial Institutions & Banks, Fund managers, Broking houses & Investors and individual organizations.
Our financial Analysis services encompass the following segments:
- Financial Research - Equity, Currency, Fund, Interest Rate research,
Risk Management
- Economic Research - Country reports, Sector outlooks
- Business Research - Industry, Competitor, Supply Chain analysis,
Executive summaries and Presentations.
- Financial Knowledge Management - Examination Content modules for
Internet based training, simulator questions for testing situations.
- Financial Product Development - Conducting model development,
simulation back testing activities to for specific performance attributes.
Our financial analysis services include:
- Analysis of financial statements- monthly, quarterly, and annual
management reports
- Analysis of Prospectus, Offer Documents
- Analysis of Portfolio structures
- Financial Research & Analysis
- Outsource- Financial ratio analysis, break-even analysis, NPV and IRR
analysis.
- Corporate financial statements
- Ad-hoc reports (fact books, competitor analysis)
- Board of Directors and audit committee presentations on financial results,
EHS compliance
- Creation and maintenance of databases and libraries
Vertical Methodology of Financial Analysis services:
- Entrant analysis and five-force theory enterprise valuation at industry,
market and segment levels.
- Segment information: financial analysis of segment revenue, peer group
reviews and nearest rival analysis.
- Internal Business indicators: financial analysis of key internal metrics
- Consolidated margin bridges and balance sheet variance reports