WallachBeth offers consultative services to solve complex problems in the investment process for our clients. We bring together expertise across trading, risk and portfolio management to deliver actionable solutions uniquely tailored to each client’s mandate.
We work with institutions to address liquidity and financing challenges specific to balance sheet management. The solutions we offer fall within the areas of creating synthetic exposure, optimizing collateral on balance sheets and providing guidance on the continually evolving regulatory landscape.
Our clients engage us in the areas of portfolio construction, asset analysis, hedging and yield enhancement strategies. We are asset and security-type agnostic in the custom solutions we develop.
We assess the individual trading needs of our clients and develop alternative solutions focused on minimizing total costs and risks. What makes us unique is that we incorporate quantitative modeling in a written plan of action for the recommended trading strategy.
Leveraging our unique perspective in the financial markets, we share bespoke insights to support our clients as they grow and scale their businesses. From macro to micro analysis, impact studies to daily commentary, we focus on differentiated ideas and insights.