Individual client objectives are reviewed and implemented throughout trade execution and portfolio management.
The investment team formulates a view on interest rates by analyzing the global economy, its effect on U.S. fixed income markets and then, more specifically, the impact on the municipal sector.
Our portfolio management team reviews the shape of the yield curve and determines optimal risk/reward opportunities. This analysis results in a targeted maturity range to enhance performance for a given strategy.
Securities are reviewed and approved on the basis of fundamental credit analysis, including the review of:
Multiple security offerings are evaluated based on credit quality, relative value and the potential to enhance performance. Our research and portfolio management teams take a collaborative approach in security selection.