Advisory services
Services
We match your interests with our skills and services
We consider our advisory services to be of paramount importance in creating mutually beneficial long-term relationships with each of our clients.
Our analytical skills have been built and refined over more than fifteen years of experience of portfolio analysis on behalf of a wide variety of both Swiss and international institutions.
Whatever we recommend is based solely on your requirements and our specialised knowledge of the global bond markets. Because we possess neither a primary nor a secondary trading book, we avoid any conflicts of interest with the advice we provide.
Assisting you at every stage
In order to maximise your performance bridport will:
- Optimise bond selection by providing tailor-made lists via Keox (links to 1.1.2), our proprietary fixed income multi-currency portfolio monitoring and selection tool;
- Help you to develop your investment strategy, through providing macro economic weekly analysis as well as technical analysis; we can also provide personalized research on areas that are specifically of interest to you;
- Highlight different interpretations and levels of credit standings in a variety of markets and help anticipate changes;
- Obtain and maintain credit ratings from the principal rating agencies for bond funds; and
- Assist in the valuation and pricing of complex securities.
Manage your portfolio with Keox
- Monitor and analyse your fixed income portfolio
- Follow significant moves in the fixed income markets
- Structure your portfolio to meet your strategy
- Select from over 4000 liquid bonds
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