PORTFOLIO & BALANCE SHEET STRATEGIES
As a BB&T Capital Markets client, you are supported by a team of fixed-income Financial Strategists. Using sophisticated modeling tools, our professionals will work with you to customize investment and balance sheet strategies working toward enhancing your long-term profitability, balance sheet performance, and portfolio performance.
Services Provided
- Strategies
- Balance sheet management ideas
- ALM/asset allocation strategies
- Balance sheet leverage strategies
- Projected Fixed-Income Portfolio Performance
- Cashflows
- Market value versus book value
- Book yields
- Market yields
- Average life
- Effective duration
- Effective convexity
- Option adjusted spread (OAS)
- Callability ratings for callable securities
- Price and total returns for specified interest rate shifts
- Portfolio sector return comparisons to specific bond indices
- BB&T bond grade ratings
- Modeling & Reporting
- Peer group/ROE comparisons for depositories institutions
- Modeling of anticipated/actual debt securities transactions
- Modeling of anticipated/actual whole loan transactions
- Portfolio accounting and pricing
- Portfolio matchers service
List of Sample Reports