GRC Excellence for Compliance
Strengthen your framework with expert guidance on risks and federal standards.
Identifying Strengths in Your GRC Programs
PD&J Associates, LLC can, through targeted assessment and consulting, assist family offices, private and institutional funds, and banks (both domestic and foreign) in identifying strengths and addressing weaknesses in their GRC programs and processes.
Establishing Sound Credit Principles and Policies
PD&J Associates, LLC can help tailor and lay a new foundation and build an appropriate “best practices” framework within which to identify, monitor, control, and mitigate risk matched with any particular lender or investor’s appetite for risk. Up front, their focus is on developing sound credit principles and due diligence policies and procedures to evaluate risk.
Leading Indicators for Portfolio Integrity
Subsequent to closing, the focus switches to leading indicators as opposed to management by delinquency. A holistic, overlapping, concentric circle approach between the investment or lending, credit, finance, compliance, audit, operations, and administrative disciplines is utilized to ensure that an acceptable degree of continuity, integrity, compliance, and communication is established at all levels of underwriting, management, and reporting. PD&J Associates, LLC is credentialed in assessing, developing, revising, or replacing the following
Streamlined Credit Risk Management
Their angle of approach is to develop a streamlined, regulatory, and uniform system upon which senior management, boards, and investors can rely. Whether you are a small family office making individual private equity investments or a commercial bank, the team can help you manage credit risk from cradle to grave.