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Morgan Keegan’s Online Institutional Portfolio Management System

Easy and Quick to Use.

As simple as pointing and clicking, eFolio® provides detailed analytics, including cashflows, on the total portfolio, sectors, and individual bonds. Immediate results and online interaction means more time discussing strategy with your broker rather than compiling and gathering the analytics; plus, you and your broker can review your portfolio simultaneously.

eFolio® encompasses everything you need in one place


  • Full portfolio analytics, market value shocks and dynamic cashflows
  • Reportfolio™ accounting and reporting
  • Fixed Income Inventory
  • All Fixed Income written research
  • Handy links to a variety of informational websites

Current Capabilities

eFolio® integrates analytics, cashflows, market value shocks, accounting and eSwap trade simulation.

Portfolio data, including market value shocks and cashflows (+/-300 bp), can be grouped in total, by sector, or viewed individually.

Inventories available online with dynamic market value shocks and cashflows (+/-300 bp). Contains search and sort capabilities, and is fully integrated in eSwap trade simulation.

eFolio® provides concise location for portfolio management, offerings, research and other web resources.

Comprehensive screens allow multiple sort and select capabilities.

Custom reporting feature allows creation and downloading of data/reports into Excel from the browser.

Accounting information comes from Reportfolio™ and is automatically uploaded to the web as the information is calculated at the end of the month.

eSwap trade simulation allows the user to:

  • View and sort securities shocked +/-300 bp prior to either buying or selling.
  • View detailed transaction analysis including buy versus sell (average lives, durations and yields), increase/decrease in monthly income and breakeven analysis.
  • Analyze impact to total portfolio, market value shocks, and cashflows before and after transaction +/- 300 bp.

Online, downloadable call analysis available.

Ability to load a new portfolio, add/delete securities from an existing portfolio, update prices and recalculate analytics, market value shocks and cashflows.

eFolio® Help

To learn more about eFolio®, please call your Institutional Broker.

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eFolio

In 1999, Morgan Keegan launched eFolio®, the first truly interactive proprietary online portfolio management system for institutions. Interact with your portfolio online, run what-if scenarios, shock your portfolio using interest rate assumptions and more. Institutional clients can access eFolio at any time from any computer – giving you constant access to your portfolio and Morgan Keegan’s inventory and research.

  • View Inventories
  • View Cashflows
  • Shock Portfolios
  • Simulate Trades
  • Run What-if Scenarios
  • Create Customized Reports
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