ADDITIONAL RESOURCES
  • Institutional access to Bond marketplace
  • Portfolios managed against specific benchmarks, relative to the client’s unique Investment Policy Statement
  • Stated risk preferences
  • Controlled use of credit risk (quality, issue selection and sector allocation)
  • Oversight of portfolio structure (cash flows and optionality-calls, sinks and puts)
  • Optimized tax efficiency of returns where appropriate
  • Management of interest rate exposure (average maturity/duration)
  • Liability assessment and linkages – on-staff actuaries
  • Liquidity analysis – Proprietary systems
  • Investment consulting and mutual fund analysis
  • Investment policy statement advice