As a Wealth Management company, StateTrust develops portfolios for our clients that feature government and U.S. agency bonds, municipal and state general obligation bonds, corporate bonds, international debt, emerging market debt, and money market vehicles. We employ a variety of investment techniques to create portfolios that satisfy our clients’ fixed-income stated requirements.
* Diversification does not guarantee a profit or ensure against loss.
| Fixed Income Portfolio Management Factors | |
|---|---|
| Credit Risk |  |
| Yield Curve Structure | |
| Sector | |
| Industry | |
| Country | |
| Duration Risk | |
| Macroeconomic Outlook | |
| Security Diversification* | |
| Special Factor (convertibility and early call & put options) | |
Fixed Income Best Practices