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 many large financial Institutions.

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​Our deep knowledge & market execution experience for quick validation of Strategies Products Processes

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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:

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• LIBOR Transition Assessment, Roadmap, Strategy, Implementation, Support, Re-papering

• SOFR Readiness Solutions for Business, Operations, Models, Systems, and Valuations

• 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

• Selection process for Vendors, Models, Systems

Our Strategic Consulting and Innovative Solutions & Services are aimed at:

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

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• Enhancing client financial engineering capabilities and analysis frameworks

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• Improving client business processes and performance efficiency

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

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• Designing Governance related risk-reporting frameworks & systems

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

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

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

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

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

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• 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.

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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.

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

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• New hedging products solving macro and micro hedging issues

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• New funding products creating economic value

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• New funding programs helping comply with regulatory requirements

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

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• Moitoring hedge effectiveness at segment level

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

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

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

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LIBOR to SOFR Transition

White Paper