Portfolio Strategies and Analysis Group

To complement the wide array of investment products we offer, the Fixed Income Portfolio Strategies and Analysis group offers in-depth analytics and practical investment strategies. We develop portfolio optimization, asset disposition and income-enhancement strategies for fixed income investors across the country. We assess and help optimize our clients’ funding exposure, cash flow and interest rate risk using a broad range of analytical tools. All of this reinforces our commitment to providing practical, market-based strategies to help you identify opportunities and keep you aware of applicable accounting and regulatory developments.