About Dalmis Investment and Risk Consulting

Dalmis Investment and Risk Consulting (DIRC) was founded by Özcan Dalmis in Frankfurt in 2015. We are specialised in consulting services in the areas of alternative investments and asset liability management/strategic asset allocation (ALM/SAA) for insurance companies, pension funds and pension schemes.
The low interest rate environment, the volatility in the liquid markets and the increased regulatory requirements make the examination of alternative investments and ALM/SAA indispensable. As “buy-and-hold” investors with long commitments and high return promises, pension companies in particular are facing a major challenge not only currently but for – very likely – a long time.

Consulting for banks and asset managers

We help banks and asset managers to structure the right investment products for their institutional clients. In doing so, we pay particular attention to the balance sheet, regulatory and liability-based requirements of our clients.

Reference projects

Structuring and marketing of alternative assets for a medium-sized asset manager

Structuring and supervisory law in Capital Markets for a large German bank

Consulting for banks and asset managers

We help banks and asset managers to structure the right investment products for their institutional clients. In doing so, we pay particular attention to the balance sheet, regulatory and liability-based requirements of our clients.

Reference projects

Structuring and marketing of alternative assets for a medium-sized asset manager

Structuring and supervisory law in Capital Markets for a large German bank

Consulting for insurers, pension funds and pension schemes

Support for insurers, pension funds and pension schemes in all procedural issues relating to investments. From Solvency II, accounting, risk management and front office to ALM and SAA.

Reference projects

ALM and SAA at a large insurance company

Risk management for a pension fund

Actuarial controlling for a medium-sized life insurance company

Consulting for insurers, pension funds and pension schemes

Support for insurers, pension funds and pension schemes in all procedural issues relating to investments. From Solvency II, accounting, risk management and front office to ALM and SAA.

Reference projects

ALM and SAA at a large insurance company

Risk management for a pension fund

Actuarial controlling for a medium-sized life insurance company

Financing solutions for companies in the renewable energy, sustainability and real estate sectors

We find financing solutions for companies in the renewable energy, sustainability and real estate sectors. We structure the financing solutions according to the regulatory requirements of insurers and pension funds. Retirement provision companies, in turn, look for financing that offers long maturities, predictable cash flows and value-preserving collateral with an adequate return. We work together with an experienced international law firm to draw up the contracts.

Reference projects

Structuring and marketing of financing solutions for water investments

Financing solutions for companies in the renewable energy, sustainability and real estate sectors

We find financing solutions for companies in the renewable energy, sustainability and real estate sectors. We structure the financing solutions according to the regulatory requirements of insurers and pension funds. Retirement provision companies, in turn, look for financing that offers long maturities, predictable cash flows and value-preserving collateral with an adequate return. We work together with an experienced international law firm to draw up the contracts.