Exclusive strategies for powerful institutions

The assets you manage are significant. That’s why you need a team who understands the nature of your business and can handle the size and importance of your needs. Simply put, we can. Our robust and experienced team manages the reserves of central banks and commercial banks. Through tailored strategies we help provide asset preservation, recommend and employ cash management strategies, and provide access to securities-based lending*

* A Securities Based Line of Credit (SBLC) may not be suitable for all clients. The proceeds from an SBLC cannot be (a) used to purchase or carry securities; (b) deposited into a Raymond James investment or trust account; (c) used to purchase any product issued or brokered through an affiliate of Raymond James, including insurance; or (d) otherwise used for the benefit of, or transferred to, an affiliate of Raymond James. Raymond James Bank does not accept RJF stock or any securities issued by affiliates of Raymond James Financial as pledged securities towards an SBLC. Borrowing on securities based lending products and using securities as collateral may involve a high degree of risk including unintended tax consequences and the possible need to sell your holdings, which may lead to a significant impact on long-term investment goals. Market conditions can magnify any potential for loss. If the market turns against the client, he or she may be required to quickly deposit additional securities and/or cash in the account(s) or pay down the loan to avoid liquidation. The securities in the Pledged Account(s) may be sold to meet the Collateral Call, and the firm can sell the client’s securities without contacting them. A client is not entitled to choose which securities or other assets in his or her account are liquidated or sold to meet a Collateral Call. The firm can increase its maintenance requirements at any time and is not required to provide a client advance written notice. A client is not entitled to an extension of time on a Collateral Call. Increased interest rates could also affect SOFR rates (or any successor rate thereto) that apply to your SBLC causing the cost of the credit line to increase significantly. The interest rates charged are determined by the market value of pledged assets and the net value of the client’s non-pledged Capital Access account.

Securities Based Line of Credit provided by Raymond James Bank. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, member FDIC.

Our comprehensive suite of bank services includes asset/liability management, loan evaluation and trading, asset optimization, strategic growth modeling and wholesale funding-brokered CDs. We also host educational conferences throughout the year, such as Bond School and Economic & Strategy Seminars, as part of our ongoing effort to provide the most insightful investment information for our clients.

Our role is simple, grow and protect a sustainable social security fund with a conservative approach. Our eFolio^® system makes it easy, with your entire portfolio online, you can shock securities, simulate trades, and run cash flow reports to help ensure you achieve your financial goals. Analyze price volatility of an individual bond in a shocked environment or as part of your entire portfolio.

From global investors to hedge funds, we bring a depth of expertise and strategies for sales, trading and market-making strategies to you. Raymond James fields one of the largest sales forces among all U.S. brokerage firms serving more than 1,800 active domestic and international investors, representing the world’s leading institutions. We make markets in more than 700 domestic stocks and generate demand in managed equity offerings through broad distribution channels.

Committed to creating a custom investment plan aligned with your organization’s goals, we take a disciplined approach that allows you to focus on meeting your mission. With access to institutional-class managers and an independent due diligence process and research, we provide a high level of investment insight and strategic thinking. Ongoing guidance, monitoring, customized performance reporting and attribution analysis allow us to adapt to market conditions and organization objectives.

An extension of your investment committee and board, we help uphold your stewardship responsibilities by providing investment guidance with your mission in mind and prudently constructing and managing your organization’s portfolio. Through asset allocation, our objective is to build portfolios that attempt to maximize the return potential at each level of risk. We seek to combine managers to help avoid unintentional biases and include searches for those who implement liability driven investment (LDI) mandates while incorporating relevant investment types into your custom portfolio. We also assist with investment strategy, spending policy needs, portfolio reviews and stewardship documentation.

Diversification and asset allocation do not ensure a profit or protect against a loss.

Raymond James has a dedicated group to research and report on the specific products of interest to the insurance industry, continually covering developments in the agency, mortgage-backed, corporate and municipal markets to provide commentary on strategy, credit and regulatory issues facing insurance executives. Through Raymond James, we are equipped with both the personnel and the proprietary software to develop comprehensive investment portfolio analysis and balance sheet strategies for life, health, and property and casualty insurance companies, each designed to optimize portfolio returns within the bounds of liability and investment policy constraints along with customized reports that provide the basis for specific recommendations.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.