Leverage the Expertise Fixed Income Portfolio Solutions and Spend More Time Growing Your Business and Less Time on Portfolio Management Issue 3 October 2007 20071001 Active portfolio management is crucial in today's increasingly competitive and complex global bond markets.
The Pershing Press | Sales Insights and Opportunities for Investment Professionals
Leverage the Expertise Fixed Income Portfolio Solutions and Spend More Time Growing Your Business and Less Time on Portfolio Management
Issue 3 October 2007

Active portfolio management is crucial in today’s increasingly competitive and complex global bond markets. Dedicated to helping you meet the rapidly growing demand for fixed income, our seasoned professionals in Fixed Income Portfolio Solutions (FIPS) will use cutting-edge tools to provide sophisticated and targeted portfolio analysis that empowers you to build your business and differentiate yourself from the competition.

Our solutions include:

  • Automated Alerts that can help you stay on top of market conditions that are impacting your clients’ portfolios. When changes occur within your clients’ portfolios, such as called or maturing bonds and bond rating changes, we will notify you through Items for Attention (IFA) in NetExchange Pro® and give suggestions for replacement bonds. We will also send you timely, actionable portfolio ideas that enable you to proactively contact your clients.
  • Detailed Reports that give your clients and prospects a complete picture of their fixed income holdings— including an itemized list of holdings, a cash flow summary, and shock analysis to illustrate the effect that changes in interest rates may have on their portfolios. We can also create customized reports for fixed income portfolios held at other firms.
  • Comprehensive Proposals that can be customized to address specific objectives, including new money, adding money to an existing portfolio, repositioning an existing portfolio, or to show a particular allocation among taxable securities, tax-exempt securities, and cash alternatives.
  • Extensive Tax Swap Analytics, including alternative minimum tax (AMT), out-of-state municipal bonds, pre-refunded municipal bonds, and tax loss.
  • Customized Portfolios that can be constructed or rebalanced based on your proprietary portfolio models or available models. You will be notified via IFA in NetExchange Pro if any of these portfolios breach their parameters, such as average maturity, duration, coupon, credit quality, and holding saturations.

Access a World of Fixed Income Opportunities
Whether you are seeking electronic trade execution, access to new issues, additional liquidity, or to expand your product offering, our fixed income trading capabilities can help you take your success to the next level.

To find out how you can tap into Pershing’s Fixed Income capabilities, our dedicated team of experts, and powerful suite of tools and resources, please contact your home office.

Active portfolio management is crucial in today's increasingly competitive and complex global bond markets.

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