Institutional Sales

Broad expertise, focused service.

Raymond James takes your business personally, continually striving to provide the highest-level products and services available – more resources, more experienced support and more attention to individual needs.

• Banks
• Insurance Companies
• Money Managers
• Credit Unions
• Municipalities

Banks

You work hard to stand out from your competition, providing your clients with value-added services and a personal touch. At Raymond James, we go out of our way to provide you with services that are tailored to you and your investment portfolio.

With one of the largest Fixed Income research departments in the industry, Raymond James is in a unique position to evaluate new product offerings, spot relative value and uncover specific market opportunities in the agency, mortgage-backed, corporate, municipal, interest rate derivatives and SBA markets.

In addition to our interactive portfolio manager, eFolioPlus®, Raymond James’ Reportfolio®, our accounting and reporting service, interfaces with online information to provide multiple investment accounting updates, market value and cash flow graphics, market value shock analysis, dynamic situation simulation and more. This system accounts for complex securities – such as CMOs, adjustables and zeros – as well as less structured products. Now, multiple investment accounting updates, market value and cash-flow graphics, market value shock analysis, dynamic situation simulation, and more comes your way via eFolioPlus® and Reportfolio®.

Our comprehensive suite of bank services includes asset/liability management, loan evaluation and trading, asset optimization, strategic growth modeling, wholesale funding-brokered CDs and educational conferences (Bond School, Economic & Strategy Seminars).

Insurance Companies

Raymond James is one of few regional firms with a dedicated group to research and report on the specific fixed income products of interest to the insurance industry. We continually cover developments in the agency, mortgage-backed, corporate and municipal markets to provide commentary on strategy, credit and regulatory issues facing insurance executives.

We are also equipped with both the personnel and the proprietary software to develop comprehensive portfolio analysis and balance sheet strategies for life, health, and property & casualty insurance companies, each designed to optimize returns within the bounds of liability and investment policy constraints.

Customized reports provide the basis for specific recommendations and include Benchmark Comparison & Evaluation, S&P Convexity Test, A.M. Best SRQ, A.M. Best BCAR, Peer Comparison & Analysis and more. Let us show you how our focus on the needs of insurance companies can benefit your practice.

Money Managers

As a money manager, you take pride and ownership in how you handle your client’s portfolio. So do we. With a research team staffed with CFA charter holders, CPAs, CMTs and former money managers, we excel at evaluating portfolio composition and identifying relative value in the marketplace. Our analysts, among the most experienced and knowledgeable in the industry, keep a watchful eye on developments in the agency, mortgage-backed, corporate and municipal markets.

We provide strategies for your portfolio based on factors including curve position, asset allocation/security selection, and duration of management, offering a variety of market research and strategy reports to communicate ideas and monitor performance. Raymond James clients also value the wisdom of our consulting economist, Dr. Eugenio J. Alemán, who keeps an eye on interest rates and key indices, and reports his economist forecast. We match all of this expertise with a superior level of customer service that puts your best interests first.

Credit Unions

Credit unions offer consumers a distinct choice in financial institutions – and require unique services from an investment firm. Raymond James offers a superior level of support to credit union clients, wielding the power of one of the largest Fixed Income research departments in the industry in finding market opportunities. Our experienced and credentialed staff reports on developments in the agency, mortgage-backed, municipal and SBA markets.

In addition to our interactive portfolio manager, eFolioPlus®, Raymond James’ Reportfolio®, our accounting and reporting service, interfaces with online information and can account for complex securities – such as CMOs, adjustables and zeros – as well as less structured products. We also keep you up to date on regulatory changes and how they impact your portfolio, providing reporting services to keep you in compliance.

Our services include asset/liability management, loan evaluation and trading, peer group comparisons, asset optimizations, wholesale funding-brokered CDs (federally chartered) and educational conferences.

Municipalities

Raymond James is specially equipped with both the personnel and the proprietary software to develop comprehensive investment portfolio analyses and recommendations for finance directors, treasurers and investment portfolio managers of municipalities. With our expertise and technological advantage, we can optimize portfolios for safety and liquidity, while maximizing income potential and managing interest rate risk.

Our Public Finance Group is a leading source of financing in a broad range of industries, including secondary and higher education, state and local governments, multi- and single-family housing, healthcare and airports. Financing is available through Raymond James Bank, a wholly owned subsidiary.

In addition to our interactive portfolio manager, eFolioPlus®, our services to municipalities include GASB 40 compliance reports, call analysis, cash flows, portfolio review and structure evaluation, shock analysis, liquidity analysis and more.