We're Not Just Focused On The Insurance Industry — We're Focused On You.
Proprietary Research … Sound Ideas — As one of the few regional firms off Wall Street to offer an in-house research department, Morgan Keegan has dedicated a specialized group to research and report on products of particular interest to the insurance industry. CFAs, CPAs and insurance-experienced professionals cover developments in the agency, mortgage-backed, corporate and municipal markets as well as provide thorough commentary on credit, strategic and regulatory issues facing insurance executives. All the time working in concert with the trading desks to provide you with timely, profitable ideas.
Online Management Systems … Day or Night — eFolio®. The first online, interactive portfolio management system – exclusively for our clients. In today's financial climate, securities are more complex, regulations are more demanding, and the markets are more diverse. eFolio® is an indispensable tool for placing information at your fingertips and results on your laptop. Anytime, anywhere. With your entire portfolio online, you can sort by sectors, shock securities, simulate trades, run cashflow reports – just about anything. Put the power in your hands – visit our online tutorial at http://efolio.morgankeegan.com.
Portfolio Strategies and Analytics … On Target — Morgan Keegan is specially equipped with both the personnel and the proprietary software to develop comprehensive investment portfolio analysis and balance sheet strategies for Life, Health and Property & Casualty companies. Each is designed to optimize portfolio returns within the bounds of liability and investment policy constraints. Customized reports provide the basis for specific recommendations, while presenting a comprehensive view of your portfolio. These reports include:
- Benchmark Comparison & Evaluation
- A.M. Best BCAR
- Custom Benchmarking
- Portfolio Liquidity Analysis
- S&P Convexity Test
- P & C Tax Optimization Model
- A.M. Best SRQ
- Peer Comparison & Analysis
