For all your actuarial & financial advisory needs call us on 011 666 2900
or email admin@valinsight.co.za

Our Services

Insurance services

  • Analytics and modelling
  • Product Development including pricing and launch support
  • Enterprise valuation and review
  • Asset and liability Management – assessment, design, modelling implementation and monitoring
  • Investment strategy and implementation
  • Performance assessment, monitoring and management system design and implementation
  • Actuarial services and related support
  • Mergers and acquisition – valuation, preparation of information memorandum, financial due diligence
  • Enterprise Risk Management (ERM) assessment and implementation support
  • Reinsurance strategy and implementation
  • Regulatory support, including financial and statutory reporting support

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Pensions Services

  • Actuarial valuation services to DB funds
  • Actuarial and investment advisory to DC funds
  • Investment strategy, review and implementation
  • Investment performance measurement and attribution
  • Manager selection
  • Fund monitoring
  • Asset and Liability Management; and Liability driven investment strategies
  • Risk evaluation and management
  • Multimanager investment services and product implementation
  • Benefit design and implementation including executive pension plans
  • Valuation of unlisted investments including private equity and properties
  • Regulatory support
  • Mergers and acquisition support to determine employee benefits obligations and any deficit arising
  • Pension buyout and de-risking
  • Multinational plans
  • Actuarial Investigations
  • Transition management

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Fund Management advisory services

  • Unit pricing
  • Back office and compliance control
  • Reporting – management, regulatory and client
  • Fund restructuring and independent verification
  • Valuation of unlisted investments
  • Portfolio analysis
  • Review of investment process
  • Design of fee structure including performance based fees
  • New product design, development, pricing and launching support

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Banks

  • Review of derivative structures
  • Analytics and modelling, including internal capital assessment and VaR calculations
  • Review of businesses for the purpose of lending transactions
  • Retail credit modelling
  • New retail product design, development, pricing and launching support

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Financial Advisory

  • Financial strategy formulation and implementation including optimum balance sheet structuring
  • Fund raising (equity and debt)
  • Asset origination and financial engineering
  • Debt restructuring and negotiations
  • Treasury optimisation solutions
  • Project and infrastructure finance
  • Financial modelling
  • Securitisation
  • Sovereign Wealth Fund and foreign reserve management
  • Debt Redemption Fund Strategies, structuring and funding
  • Rehabilitation and other special situation funds
  • Structured investment solutions

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Business analytics

  • Business and financial modelling
  • Risk appraisal and management strategies
  • Management information and Business intelligence system design and implementation
  • Marketing analytics
  • Loyalty reward programmes
  • Employee share option plans