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    Geoff Dawes

    Research Analyst at SocGen

    Geoff Dawes is the Research Manager at Societe Generale, specializing in data-driven strategies for the banking and asset servicing sectors with a particular focus on ESG solutions. He has been active in analyzing regulatory and macroeconomic trends within the European financial markets, offering sector calls and policy insights centered on major European banking institutions. Dawes has spoken at industry events such as The Network Forum Annual Meeting and published widely-cited analyses impacting sector sentiment; however, specific quantitative performance metrics and rankings are not publicly available. Starting his analyst career prior to 2012, he has held senior research roles at Societe Generale for over a decade, and is recognized for his expertise on European debt instruments, structural market shifts, and regulatory impacts, though confirmed securities licenses or FINRA registration are not listed in public records.

    Geoff Dawes's questions to BNPQY leadership

    Geoff Dawes's questions to BNPQY leadership • Q4 2024

    Question

    Asked about the possibility of increasing buybacks to stabilize EPS, the funding duration for the consumer business, and whether NPL portfolios are being sold opportunistically or are actively on the market.

    Answer

    The company prioritizes redeploying capital for growth over increasing buybacks. The consumer business funding duration is matched to assets, averaging over a year. NPL sales are opportunistic, done to optimize the balance sheet when opportunities arise, and the P&L impact is a recycling of existing provisions.

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