Fiduciary Investment & Risk Management Advisors, LLC

We are a team of highly experienced subject matter experts in fixed-income, mortgages, and capital markets with hands-on and supervisory experience at large financial Institutions.

​

​Our Value Proposition is our team's knowledge and front-line execution experience through different markets cycles.

​

Our expertise and market experience with financial products, pricing and valuation, risk-management, models, and systems, enables us to provide direct and pertinent advice to solve Client issues related to:

​

• Fixed Income & Mortgage Portfolio Management

• Treasury, Liquidity, and Collateral Management

• Risk Management, Hedging, and ALM

• Balance Sheet and Capital Management

• Validation of Models, Pricing/Valuation, Analytics

• Regulatory Issues: Dodd-Frank, Basel, CCAR

• Governance risk-reporting, Policy & Procedures

• Workflow, Business Intelligence, and Reporting

• Loan-level Analysis for Quality of Origination

• Securitizaton and Credit-risk Transfer processes

• Selection process for Vendors, Models, Systems

​

​

​

Our Advisory and Consulting Services are aimed at:

​

• Solving business issues created by markets, regulations, and competitive or strategic forces​

​

• Enhancing client financial engineering capabilities and analysis frameworks

​

• Improving client business processes and performance efficiency

​​

• Designing business intelligence tools and reporting for more informed decision making

​

• Designing Governance related risk-reporting frameworks & systems

​​

• Skillfully identifying, selecting, and implementing third-party models & systems

​

• Validating and benchmarking client models, and Pricing and Valuation frameworks

​

• Retained subject matter expertise to internal Audit teams of financial institutions

​

• Expertly detailing project requirements to technology teams for faster deployment & UAT

​

• Providing training to middle & back office, to bridge knowledge gaps of front-end functions

​

• Providing quality assurance for artifacts and deliverables of other awarded contractors

Domains of Expertise

We provide frameworks and solutions that are tangible, durable, and efficient.

​

Our Advisory process: Taking client goals as the start we, research and analyze, write white papers, show road-map of alternatives, build prototype models/solutions, and implement full-solutions.

​

Examples of products, programs, and solutions our Leads have developed to address market, business, regulatory, and efficiency issues previously:

​

• New hedging products solving macro and micro hedging issues

​

• New funding products creating economic value

​

• New funding programs helping comply with regulatory requirements

​

• Measuring market-risk of Investment portfolio at each segment level

​

• Moitoring hedge effectiveness at segment level

​

• ALM & Tail-risk management frameworks based on Scenarios or Monte-Carlo Simulation

​

• Re-structuring Balance-sheet for economic and regulatory needs

​

• Strategic White-papers on markets, business, staffing, frameworks, process, and regulation

​

LIBOR to SOFR Transition

White Paper