Client Analytics

Our Client Analytics group directly supports our Fixed Income Sales and Trading group, providing detailed analysis and strategy development for our clients. This dedicated team works with client managements and our sales professionals to acquire a deep understanding of clients’ existing investment portfolios and provide thorough analysis of current positions.

We develop comprehensive portfolio analysis, which gives clients a detailed look at their own portfolios, as well as comparative peer balance-sheet metrics that permit self-evaluation. Along with our fixed income salespeople, we provide recommendations on securities that fit the profiles of our clients, including scenario- and stress-testing for structural integrity and strategy suitability.