Our Services

Financial Asset and Liability Valuations

Arlingclose specialises in valuing illiquid assets as well as products that require additional modelling. This is a key service for pension, insurance and institutional funds, that lend on structured or index-linked terms. Our valuations include clear and transparent methodologies compliant with audit requirements.

Investment Advice

Our investment advice covers the majority of traded instruments and markets, and also illiquid private placements and structured products. We advise on the suitability of products and counterparties for each individual client based on strategy, income, and regulatory requirements for all levels of the organisation.

Counterparty Risk Analysis

Arlingclose made its reputation getting big counterparty calls right in the financial crisis and has continued protecting clients from credit events up to the present day. From financial to non-financial, rated to unrated, we analyse and monitor counterparty credit on an individual and portfolio basis, assisting staff in decision-making around the suitability of new and existing investments.

Financial Infrastructure

We assist clients to set up the infrastructure for dealing, such as trading desks and safe custody. Depending on investor requirements, we can engage with and procure intermediaries to facilitate the recommended or preferred investment strategy.

Economic Analysis and Forecasting

Whatever country or specific rate a client is interested in, we can prepare in-house forecasts for economic variables and rates to support investment, funding and debt management strategies.

Liquid Investments

Arlingclose advises clients on short-term liquid investments to optimise income while preserving security and access to cash. Advice covers instruments such as Treasury bill laddering, auctions, secured deposits and other short-dated solutions, tailored to cashflow needs, risk appetite and governance requirements.

"Arlingclose provide the Charities Aid Foundation (CAF)  in-house treasury team with invaluable advice and economic analysis/interest rate forecasting. They understand our status as a charity and tailor their recommendations to suit our cautious approach to risk.

Their guidance covers investment sourcing, credit risk appetite, counterparty due diligence and monitoring. They serve as a valuable sounding board and provide useful input to treasury strategy, supporting CAF’s budgeting and forecasting, and our sensitivity to a range of possible interest rate outcomes. Recently, Arlingclose supported a revised strategy which has successfully protected CAF’s income during a period of falling global interest rates."