Solutions for Trust Departments
First Trust provides fixed income investment services designed to help
trust department portfolio managers optimize the potential for successful
investment outcomes. Our unique investment approach incorporates the
following components:
Model-Based Portfolio Management
The foundation of our service is a quantifiable, model-based approach to
fixed income investing. We work with you to develop a custom portfolio
model based upon your investment goals and objectives. The model
may be structured for your risk tolerance, tax considerations, future cash
flow needs, liquidity or other considerations. Your model is defined in our
proprietary platform and supports:
Bond Price Assurance
We offer a clearly-defined methodology to assist you in price discovery
for municipal bonds. Our proprietary service uses contemporaneous
trade data as reported to the Municipal Securities Rulemaking Board to
provide factual evidence on which to base pricing. We believe that actual
trades are the most accurate and meaningful source of price information
available.
Credit Discovery Assistance
We maintain a proprietary database with detailed demographic, economic
and financial information on municipalities. This database is integrated
within an interactive geo-coded platform that allows us to analyze this
information for a more in-depth view of credit risk. We look beyond the
rating of a security to offer a greater level of information for investors.
Transaction Services
We offer a full complement of fixed income sales, trading and underwriting
services. We disclose all fees and markups for our transaction services,
including underwriting spreads and commissions, to help you evaluate
investment risk and discover fair pricing.
Portfolio Reporting
We offer a comprehensive selection of presentation-quality reports to help
you get a better perspective of your fixed income holdings.
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