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FinPro's Investment Portfolio Review and Analysis Service provides access to professionals who will know your institution, and offer unbiased advice that utilizes both research and live market information placed in the content of the asset/liability position of your institution.

Analysis of Individual Securities and Entire Portfolios for Price, Creditworthiness and Risk

FinPro professionals provide timely analytics based upon real time pricing data. Services include:

• Portfolio monitoring which includes segmentation and details on duration, cash flows, credit, concentrations, and potential concerns.
• Pre-purchase analysis, which includes analytics on pricing, fair value, credit and collateral characteristics, and issuer financial condition. The analysis is specific to each investment category, including agency MBS/CMO, agency debt, corporate debt, municipal debt.
• Cash flow forecasting, incorporating exposure to prepayments and calls under multiple interest rate scenarios.
• OTTI calculations and reviews of legacy assets
• Due diligence and reviews on potential portfolio acquisitions.
• Managed auctions, coordinating and evaluating multiple portfolio bids (buy and sell sides.)

Proactive Portfolio and Balance Sheet Restructuring Recommendations

Markets move rapidly, presenting opportunities to capitalize upon. FinPro professionals constantly analyze the markets to present your institution with strategies and opportunities. Alternative investment and borrowing strategies will be suggested to improve profitability and/or improve your institution's interest rate position. FinPro will also objectively evaluate recommendations presented to you by brokers and investment bankers.