Strategy Development
We employ a top-down view of your institution during our strategy development that starts with the balance sheet, and then the portfolio itself. Cash flow needs, tax position, asset/liability posture, and regulatory considerations are all analyzed and assessed, along with liquidity risk, capital position, credit analysis, and funding issues. All must be coordinated within a framework of total resource integration that works to optimize performance and minimize risk. Once the optimal investment strategy for your institution is developed, our fixed income team works with you to execute appropriately and monitor progress on an ongoing basis.