Customized Solutions

Our advanced systems allow us to provide customized solutions for your portfolio. We work with clients who have specific needs and restrictions (sector, duration, industry, quality, and issuer) and build an appropriate portfolio and benchmark around those guidelines while remaining consistent with our underlying philosophy and process.

For clients looking to capture unique criteria in an appropriate but non-standard benchmark, we will work with you to develop the appropriate solution to benchmark a portfolio. This could entail quality constrained indices or blending multiple indicies to represent various sector allocations or a customized maturity/duration exposure.

For taxpaying clients, we conduct relative value analysis within the municipal bond market and “crossover” analysis in order to make tax-exempt vs. taxable buy/sell decisions.

At the request of our clients, we use negative screens to avoid and positive screens to focus on investments based on industry, environmental, social, and governance factors.

At the direction of our clients, we may invest in companies with certain positive environmental, social, and governance ratings.

LIM assists defined benefit clients to maximize returns while minimizing funding liability mismatches. By partnering with the plan sponsor, we customize solutions based on actuarial data. Using this information, we develop a dynamic strategy tailored to the plan's specific payment stream, objectives, constraints and expected contributions (from both the employees and sponsor).

Operating funds play an important role for organizations with varying objectives - liquidity, earnings, balance sheet stability and long-term reserves. The requirements of Sarbanes-Oxley place greater demands on public companies' assets and reporting. LIM's experience and resources can customize both portfolios and reporting to meet these needs.