Liberty Capital Group’s current portfolio of clients was segmented into categories based on characteristics such as business trade industries and geographic analytics. Each client segment has different risk characteristics and payouts. This data was available through internal secondary data.
The goal was to identify the risk and return of each client segment in order to optimize Liberty Capital Group’s lending and brokering portfolio.
Looking to the mean ROI along with the corresponding variance (risk) for each segment allowed the team to determine the optimal risk adjusted lending opportunities for Liberty Capital Group