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. Performing fundamental economic analysis including interest rate forecasting, duration and maturity risk assessments, and timing of investment decisions. 3. Conducting technical market analysis of supply and demand trends, historical spreads, and yield curve movements. 4. Carrying out specific security analysis including independent credit reviews, identifying undervalued/overvalued securities, and ensuring investments align with client goals. The portfolio is then actively managed based on the results of this analysis process.

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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2. 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

3. 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

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. All images are 100% editable in Powerpoint
“Change color, size and orientation of any icon to your liking”

8. Ungrouping the object
2
1
3
1. Right click the object.
2. Choose Group and then Ungroup.
3. Click beside the object and drag the arrow over it.

9. Edit Color
2 3
1
1. Select the shape to change the color and Right click the object( click any object which you
want to change color)
2. Choose Format Shape in the dialog box.
3. Choose “Fill” in the Format Shape box then “Solid” or “Gradient” depending on the
appearance of the object. Change colour as shown in the picture.