As A Money Manager, You Take Pride And Ownership In How You Handle Your Client’s Portfolio — Meet A Company That Handles Your Account In The Same Way.
Proprietary Research
A research team staffed with CFA charterholders, CPAs and former money managers, Morgan Keegan is in a position to evaluate portfolio composition and spot relative value in the marketplace. Our analysts report on developments inthe agency, mortgage-backed, corporate and municipal markets. Our clients particularly appreciate the Total Return Monthly, a comprehensive strategy piece that covers the major sectors of the market and the TRuMP (Total Return Model Portfolio). Morgan Keegan clients also value the wisdom of our consulting economist, Dr. Donald Ratajczak, who keeps an eye on interest rates and key indices, and reports his economic forecast monthly.
Portfolio Construction Strategy — Morgan Keegan can review your existing portfolio and make recommendations based on a variety of characteristics: curve position, asset allocation/security selection, duration management, etc.
Benchmark Comparison — Our research team can assist you in analyzing your portfolio against a variety of the commonly used benchmark indices.
TRuMP — Total Return Model Portfolio — In January 2005, our research group launched a new 100+ position, $1 billion model portfolio benchmarked against the Barclays Aggregate Index. The model, nicknamed the TRuMP, is managed daily by a team of senior analysts from our mortgage, government and corporate trading desks.
Agency Relative Value & Mortgage Relative Value — Through following benchmarks and tracking relational trends, our senior analysts uncover a variety of value opportunities in the market.
Portfolio Analytics and Executions
When it comes to analyzing an entire portfolio, Morgan Keegan is equipped with the strongest tools in the industry. Whether it is using our proprietary system, eFolio®, or outside systems like Salomon Analytics Yield Book® and CMS BondEdge, our research group can help clients manage their portfolios with state-of-the-art analytics.Tools are only half the story. Street-savvy, experienced traders man every desk, with the connections, knowledge and ideas to find the right products, structure the right deals and underwrite the right issues — quickly, consistently and at the right price. When you need access to the desk, our traders are available — on your schedule.
