Our Approach

Interest expense is a substantial line item—and often the least managed.

CIRM believes no one should handle this risk alone and has become a trusted advisor and partner on thousands of client projects in the past 40+ years.

We pride ourselves on our tailored, high-touch approach for every engagement, and are deeply invested in our clients’ successes.

Acting as our clients’ fiduciary, we have no competing interests and are well equipped to deliver tremendous value. We remain focused on creating tailored, meaningful paths for our clients to achieve their objectives.

Our team of strategists conduct an immersive analysis of your project to understand success metrics, opportunities and exposure.

Acting as an extension of your finance team, we incorporate our decades of experience across multiple economic cycles to design the correct project risk management strategy.

Our strategies achieve savings that directly impact clients’ bottom line.

CIRM designs interest rate risk management strategies to align with your specific project objectives and distinctive risk appetite, with the goal to minimize your all-in borrowing costs throughout the entire project lifespan / asset hold period.

CIRM Portal

Your hedge performance is visualized via our dynamic CIRM Portal, where the cost/benefit of these strategies are illustrated and monitored in real time.

CIRM’s Portal provides useful tools to assist with planning, such as downloadable yield curves, valuations and project summaries.

Most of our client engagements include the following services:

  • Client/Project Immersion

  • Data Capture

  • Risk Assessment

  • Hedge Strategy Analysis

  • Risk Management Strategy and Recommendation

  • Price Discovery & Counterparty Selection

  • Dodd-Frank Regulatory Management

  • Hedge Implementation

  • Trade Documentation Management

  • Performance Measurement and Monitoring via the CIRM Portal

  • Ongoing (Daily) Market Reports

  • Hedge Valuations

Partnering for the
long-term

As a fiduciary advisor, CIRM’s interests are consistently aligned with those of our clients. Unlike other firms, our revenue isn’t transaction-based, and we are not compensated based on hedge activity.

As your partner, CIRM provides you with objective, third-party advice focused on proven strategies built for long-term success. Our consulting engagements are priced based on the nature, complexity, and scope of your project.