The document outlines a portfolio analysis process that includes four key sections: 1) Analyzing client objectives such as taxes, risk tolerance, liquidity needs, and income requirements. 2) Conducting fundamental economic analysis including economic forecasting, duration and maturity risk analysis, and timing of investment decisions. 3) Performing technical market analysis of supply and demand, historical spreads, tax implications, sectors, and yield curves. 4) Doing specific security analysis including independent credit reviews, identifying undervalued/overvalued securities, and ensuring investments align with client goals.

1. Portfolio Analysis
• Applicable Taxes
• Risk Tolerance
Client Objectives • Liquidity Requirements
• Income Requirements
Fundamental Economic • Economic/interest rate forecasting
• Duration and maturity risk analysis
Analysis • Timing of purchase/sale decision
• Supply and demand imbalances
Technical • Quality spreads vs. historical norms
• Taxable vs. tax-exempt; in-state vs. out-of-state bonds
Market Analysis • Sector & yield curve analysis
•
Specific •
Independent tax-exempt and corporate credit analysis
Undervalued/overvalued securities
•
Security Analysis •
Coupon/calls/duration
Pertinent to clients goals
Active Your Portfolio
Management

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3. Portfolio Analysis
Your Text Here
Client Objectives
• Your Text Goes here
• Download this awesome
Fundamental Economic diagram
Analysis • Bring your presentation to
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Technical
attention
Market Analysis
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Specific • Your Text Goes here
Security Analysis • Download this awesome
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• Bring your presentation to
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Your Portfolio
Management
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4. Portfolio Analysis
Your Text Here
Client Objectives
• Your Text Goes here
• Download this awesome
Fundamental Economic diagram
Analysis • Bring your presentation to
life
• Capture your audience’s
Technical
attention
Market Analysis
• All images are 100%
editable in powerpoint
Specific • Your Text Goes here
Security Analysis • Download this awesome
diagram
• Bring your presentation to
Active life
Your Portfolio
Management
Your Logo

5. Portfolio Analysis
Your Text Here
Client Objectives
• Your Text Goes here
• Download this awesome
Fundamental Economic diagram
Analysis • Bring your presentation to
life
• Capture your audience’s
Technical
attention
Market Analysis
• All images are 100%
editable in powerpoint
Specific • Your Text Goes here
Security Analysis • Download this awesome
diagram
• Bring your presentation to
Active life
Your Portfolio
Management
Your Logo

6. Portfolio Analysis
Your Text Here
Client Objectives
• Your Text Goes here
• Download this awesome
Fundamental Economic diagram
Analysis • Bring your presentation to
life
• Capture your audience’s
Technical
attention
Market Analysis
• All images are 100%
editable in powerpoint
Specific • Your Text Goes here
Security Analysis • Download this awesome
diagram
• Bring your presentation to
Active life
Your Portfolio
Management
Your Logo

7. Portfolio Analysis
Your Text Here
Client Objectives
• Your Text Goes here
• Download this awesome
Fundamental Economic diagram
Analysis • Bring your presentation to
life
• Capture your audience’s
Technical
attention
Market Analysis
• All images are 100%
editable in powerpoint
Specific • Your Text Goes here
Security Analysis • Download this awesome
diagram
• Bring your presentation to
Active life
Your Portfolio
Management
Your Logo

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