eFolio® is the first truly interactive online portfolio management system for institutions, giving you access to your portfolio and Raymond James inventory and research.
We are positioned to uncover opportunities in the agency, mortgage-backed, corporate and municipal markets.
We stay focused on your objectives as we put our experience to use in closing a deal and exceeding expectations. Our capabilities extend from municipals to corporate bonds and more.
Research & Strategies
Rigorous research has always been a key investment of Raymond James, allowing us to pursue your strategic goals with precision.
Quality strength, agility and service.
Raymond James has a sales, trading and structuring platform concentrating on private debt obligations (including syndicated, club or bilateral debt facilities) across multiple sectors. It has a strong client-focused ethos and provides liquidity and refinancing options for liquid/illiquid, performing/non-performing, and rated/unrated debt obligations for both lenders and borrowers.
eFolio® is the first truly interactive proprietary online portfolio management system for institutions, giving you constant access to your portfolio and Raymond James’ inventory and research. Interact with your portfolio online, run what-if scenarios, shock your portfolio using interest rate assumptions and more.