Proprietary technology
Technology built to support investment judgment—and the work around it.
Our proprietary systems help us evaluate opportunities, match approved investments to portfolio needs, and maintain the agreed design.
From market to portfolio
Five steps from a bond in the market to a trade in a portfolio.
Find opportunities
Bring available bonds into the research process.
Evaluate investments
Screen candidates; investment professionals assess suitability and conduct fundamental analysis where relevant before buy-list inclusion.
Match portfolio needs
Identify available cash, strategy allocations below target, and maturity sleeves needing investment.
Check the mandate
Evaluate issuer and sector concentration, maturity and risk parameters, client restrictions, liquidity, and availability.
Review and approve
Investment professionals assess proposed trades and approve execution.
Ongoing care
Monitoring continues after the trade.
- Monitor cash and maturities
- Assess portfolio needs and opportunities
- Evaluate costs, taxes, and risks
- Human approval
- Continued monitoring
These are ongoing activities, not a promise of automatic purchases or nonstop trading. Optimization seeks better yields with equal or better risk characteristics. Cash deployment and rebalancing do not require indiscriminate sales of appreciated holdings.
Practical benefits
What it helps us do for you.
Maintain strategy allocations and fixed-income maturity ladders.
Coordinate available cash and planned liquidity needs.
Support tax-aware equity implementation and tax-loss harvesting where appropriate.
Produce focused reporting and agreed file formats for advisor workflows.
A conversation is the first step
See how it could support your portfolio.
Tell us about the work you would like to delegate and the reporting you need.