THE NUMBERS BEHIND OUR APPROACH

Studies have documented the similarities in top performing portfolios when measured by their book yield. In our approach, we structure each client’s portfolio to incorporate those characteristics whenever possible.

We support each client’s business with the systems, skills and knowledge to analyze numerous different types of fixed income securities, and to generate the highest possible yield given the market conditions and each client’s risk profile. This process is also supported by our extensive experience in managing fixed income portfolios for financial institutions.

The table shows that a top quartile portfolio yielded nearly 250 basis points compared to a bottom quartile portfolio. As a result, a $100 million top performer generates $2.5 million more interest income than a bottom quartile performer. Also, there is roughly an 80 basis point change in book yield between quartiles.

Find out more about how we can help you increase book yield.