You have a lot on your plate.
If you’re like many other executives we work with on a regular basis, you’re simply too busy running your institution to spend sufficient time and resources on bond investing and portfolio management. Often, investment portfolios comprise a significant portion of the balance sheet and can meaningfully impact earnings. Frequently, the portfolio does not get the attention and resources it needs to produce optimal returns. A growing or large investment portfolio also requires careful oversight and independent direction. Unless you have the oversight, analytical systems, and extensive education necessary to make carefully calculated investment decisions, you can find your portfolio returns lagging. That’s where we come in.
We’ve helped financial institutions just like yours to achieve investment success.
It is not uncommon for financial institutions to fully outsource the investment function, including trade execution, to an investment advisor. For some financial institutions, the executive team would prefer to retain day-to-day portfolio management in-house and use an investment consultant to provide research, documentation, policy compliance, and analytics, while carefully considering the bank’s A/L profile. A low or average portfolio yield could mean an investment strategy needs adjustments, we’re the experts in helping to balance the current yield of new investments with various risks. We look at each investment as part of a holistic, balance-sheet-driven approach, allowing us to help you make the best decisions possible.