Fixed Income Portfolio Services

First Trust offers a fundamentally different approach to institutional fixed-income investors through our fixed income portfolio services. We offer a totally objective, rules-based framework that aligns investment policy goals and objectives with the portfolio.

Using proprietary technology, we create model-based bond portfolios that fall within stated risk and return objectives.   We construct, monitor and maintain the portfolio to exacting investment standards. We offer pre-defined investment programs or create custom programs for an institution or an individual client.  Once constructed, our technology monitors and inspects the portfolio so that investments are always in alignment with the investment program.

The portfolios we support are not discretionary accounts. At all times the investor is in control.  All investment decisions are completely in the hands of our clients. Our recommendations fit the rules of the selected strategy. 

Features and benefits of our fixed income portfolio services include:

• Objectivity - Provides guidelines for rules based investing that removes subjectivity

• Inspections - The Program is automatically monitored so that it remains in compliance with the policy rules and objectives

• Reporting - Offers a wide array of reports for analysis or presentations

• Dynamic analysis - Allows interest rate shock analysis and rebalancing scenario analysis

• Savings - Promotes time and cost efficiency in managing a portfolio

• Recovery - Provides a back up for existing investment systems