Institutional Investment Services
Our Core Institutional Services
We provide specialized services tailored to institutional clients.
Trading Services: We execute primary and secondary market trades on behalf of our clients. We work with more than 30 dealers.
Risk Management: We help clients manage interest rate risk, credit risk, and liquidity risk.
Liquidity Management: We help ensure liquidity for clients who have specific liquidity needs,
Fixed Income Analysis: We provide analysis of credit risk, interest rate movements, and economic trends to help clients make informed investment decisions.
Consulting and Advisory Services: We provide consulting and advisory services to help clients develop fixed income investment strategies, optimize portfolios, and navigate markets.
Market Insights and Education: We provide market insight, economic analysis, and educational resources.
We offer a range of consulting services tailored to the specific needs and objectives of institutional clients. These include:
Portfolio Management Consulting: Provide guidance on constructing and managing investment portfolios that align with your risk tolerance, return objectives and time horizon.
Risk Assessment and Management: Conduct risk assessments and implementation of risk management strategies to protect your investments.
Performance Analysis and Reporting: Analyze portfolio performance, attribution analysis, and generate customized reports to track progress toward investment goals.
Manager Selection and Due Diligence: Identify and evaluate third-party investment managers, including mutual funds, hedge funds, and private equity firms.
Economic and Market Research: Provide in-depth economic and market research to inform investment decisions and strategies.
Cash Management: Advise on cash management strategies to optimize liquidity while preserving capital.
Education and Training: Offer educational workshops and training sessions for institutional clients and their staff on investment-related topics.
Liquidity Management: Developing strategies to manage liquidity needs, especially for local governments, nonprofits, endowments and foundations.
We provide consulting services to institutional clients for creation and updating of investment policy statements.
Investment Policy Development: Collaborate with clients to create customized investment policies tailored to their specific objectives, risk tolerance, and regulatory constraints.
Establish Reasonable Expectations: Create objectives and guidelines for the investment of portfolio assets.
Structure Permissible Asset Classes: Collaborate on creating a structure detailing permitted asset classes and percentage allocation among those classes.
Risk Assessment and Management: Collaborate to establish the risk tolerance for the portfolios based on the ability to withstand short and intermediate fluctuations. Establish portfolio and performance reviews at least quarterly for compliance and rate of return commensurate with the risk.
Portfolio Diversification: Set diversification parameters for the portfolio to reduce concentration risk and enhance overall performance.
Credit Analysis: Establish maximum percentage limits and issuer exposure limits for risk tolerance along with procedures for downgrades and potential losses.
Regulatory Compliance: Ensure that investment portfolios adhere to relevant regulatory requirements, such as investment guidelines, liquidity constraints, and accounting standards.
Internal Controls: Establish policies and procedures to avoid conflicts of interest and other issues.
We provide specialized services tailored to institutional clients.
Trading Services: We execute primary and secondary market trades on behalf of our clients. We work with more than 30 dealers.
Risk Management: We help clients manage interest rate risk, credit risk, and liquidity risk.
Liquidity Management: We help ensure liquidity for clients who have specific liquidity needs,
Fixed Income Analysis: We provide analysis of credit risk, interest rate movements, and economic trends to help clients make informed investment decisions.
Consulting and Advisory Services: We provide consulting and advisory services to help clients develop fixed income investment strategies, optimize portfolios, and navigate markets.
Market Insights and Education: We provide market insight, economic analysis, and educational resources.
We offer a range of consulting services tailored to the specific needs and objectives of institutional clients. These include:
Portfolio Management Consulting: Provide guidance on constructing and managing investment portfolios that align with your risk tolerance, return objectives and time horizon.
Risk Assessment and Management: Conduct risk assessments and implementation of risk management strategies to protect your investments.
Performance Analysis and Reporting: Analyze portfolio performance, attribution analysis, and generate customized reports to track progress toward investment goals.
Manager Selection and Due Diligence: Identify and evaluate third-party investment managers, including mutual funds, hedge funds, and private equity firms.
Economic and Market Research: Provide in-depth economic and market research to inform investment decisions and strategies.
Cash Management: Advise on cash management strategies to optimize liquidity while preserving capital.
Education and Training: Offer educational workshops and training sessions for institutional clients and their staff on investment-related topics.
Liquidity Management: Developing strategies to manage liquidity needs, especially for local governments, nonprofits, endowments and foundations.
We provide consulting services to institutional clients for creation and updating of investment policy statements.
Investment Policy Development: Collaborate with clients to create customized investment policies tailored to their specific objectives, risk tolerance, and regulatory constraints.
Establish Reasonable Expectations: Create objectives and guidelines for the investment of portfolio assets.
Structure Permissible Asset Classes: Collaborate on creating a structure detailing permitted asset classes and percentage allocation among those classes.
Risk Assessment and Management: Collaborate to establish the risk tolerance for the portfolios based on the ability to withstand short and intermediate fluctuations. Establish portfolio and performance reviews at least quarterly for compliance and rate of return commensurate with the risk.
Portfolio Diversification: Set diversification parameters for the portfolio to reduce concentration risk and enhance overall performance.
Credit Analysis: Establish maximum percentage limits and issuer exposure limits for risk tolerance along with procedures for downgrades and potential losses.
Regulatory Compliance: Ensure that investment portfolios adhere to relevant regulatory requirements, such as investment guidelines, liquidity constraints, and accounting standards.
Internal Controls: Establish policies and procedures to avoid conflicts of interest and other issues.
Local Agency Services
We specialize in serving Local Agency investors with a focus on:
- Safety
- Liquidity
- Return on Investment
Our Local Agency Expertise
- More than 40 years of experience working with local government agencies
- Comprehensive understanding of State Investment Codes
- Access to more than 38 dealer inventories