Investment Strategy Development

Every portfolio manager needs an investment strategy, and the strategy development process is one that should not be done in a vacuum. The Baker Group helps clients manage their institutions as a system of uniquely interrelated parts that are constantly changing. This is the dynamic framework within which institution-specific strategy development takes place.

Strategy development requires a holistic, top-down view of the institution, the balance sheet, and the portfolio itself. Cash flow needs, tax position, asset/liability posture, and regulatory considerations must all be analyzed and assessed, along with liquidity risk, capital position, credit analysis, and funding issues. All must be coordinated within a framework of total resource integration that works to optimize performance and minimize risk. Only then can the optimal investment strategy for your institution be developed and executed appropriately.