Fixed Income Sales & Trading: Portfolio Strategies & Analytics

We use state-of-the-art technology to provide comprehensive trade and portfolio analysis for institutional clients across all sectors of the fixed income market. Clients who take advantage of these tools can receive sophisticated analysis and highly customized reports.

To meet our clients’ unique and varied objectives, our team of experts analyzes investment portfolios, provides risk assessment, and offers insightful and timely portfolio strategies and solutions.

Some specific examples of the highly customized tools we can provide include:

• Individual security analysis detailing all of the risk and performance attributes of a given security
• Portfolio analysis aggregating risk and performance characteristics of an entire portfolio of securities.
• Reports analyzing interest rate shocks and other risk scenarios to a portfolio

We are committed to helping institutions develop portfolio strategies designed to better manage risk while enhancing investment returns. Whether you need assistance in documenting your assumptions, understanding resulting implications, or whether you require presentations to your board or to a managed client or prospect, we are experienced at providing customized solutions.