The following are examples of our customized solutions.

Blended and Custom Benchmarks

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

Taxable/Tax-Sensitive Strategies

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

Socially Responsible Investing

At your request, we can use negative screens to avoid and positive screens to focus on investments based on industry, religious, and environmental, social, and governance (ESG) factors.

At your direction, we can focus on social or environmental themes by aligning investments with the United Nations’ Sustainable Development Goals framework. Where possible, this can also include a regional or state-specific focus.

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Liability-Driven Investing

We serve a range of clients seeking to maximize returns while minimizing asset-liability mismatches. By partnering with you, we incorporate payout schedules, financial or construction commitments, and/or actuarial data to develop a dynamic strategy tailored to your specific payment stream, objectives, constraints, and expected contributions.

Treasury Management Solutions

Operating funds play an important role for organizations with varying objectives (e.g., liquidity, earnings, balance sheet stability, long-term reserves). Sarbanes-Oxley requirements place greater demands on public companies’ assets and reporting. Our experience and resources enable us to customize portfolios and reporting to address both of these factors.