Thorough Analysis and Assessment for Your Success

In order to better meet the unique fixed income investment management needs of institutions, we provide rigorous analysis, innovative investment solutions and a constant focus on risk management.

The First National institutional investment team delivers fixed income strategies that serve clients' needs across the maturity spectrum. In addition to our core fixed income offerings, we construct tailored solutions for institutional clients that are based on their unique liability or operational funding requirements.

Our fixed income investment process incorporates a top-down analysis, focusing on portfolio duration, yield curve position and sector allocation, as well as a fundamental bottom-up approach for individual security selection. Each strategy is managed to deliver consistent, risk-adjusted performance over the long-term, while also minimizing downside risk and maintaining appropriate liquidity.

The five core Fixed Income strategies include:

  1. Short Fixed Income
  2. Intermediate Government Credit
  3. Government Credit
  4. Intermediate Aggregate
  5. Aggregate

Meet our Institutional Fixed Income Team »

Latest Updates

  • October Monthly Commentary

    10/10/2018 Read More
  • September Monthly Commentary

    10/10/2018 Read More
  • August Monthly Commentary

    10/10/2018 Read More

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