Fixed Income

Fixed Income Portfolio Analysis

To promote a more proactive and professional approach to fixed income investing, Raymond James provides our financial advisors with investment tools, such as Fixed Income Portfolio Analysis (FIPA), to assist in the decision-making process. Utilizing our comprehensive FIPA reports, Raymond James financial advisors can:

• Monitor portfolios’ progress towards investors’ goals,
• Assess portfolios’ profiles,
• Analyze position details including cost basis, market value and unrealized gain/loss information,
• Provide maturity and cash flow schedules, and
• Determine risk exposure, including interest rate risk and duration, credit risk and reinvestment risk.

View report (PDF)

PEARL

Exclusive evaluation and reporting for high-net-worth portfolios

Just as a shell shields a pearl, Raymond James remains dedicated to the idea that a personalized financial plan can help protect wealth throughout life’s stages. An expression of that commitment, PEARL was designed to provide personalized portfolio reporting, analysis and strategy implementation for clients with significant wealth.

This on-demand, highly customized solution combines your personal relationship with your financial advisor and the targeted expertise of our bond professionals with the tools they need to help you build and monitor assets including:

• Annual income projection and monthly breakdown,
• Maturity schedule for each bond, as well as average maturity duration,
• Portfolio duration profile chart,
• Risk and coupon rate analysis,
• Model portfolios,
• Simulated impact of varying interest rate environments,
• Assessment of hypothetical changes to your holdings,
• Anticipated call features,
• And much more.

View sample report (PDF)

Account type and minimum restrictions may apply. For additional information or a sample report, please contact your Raymond James financial advisor or use the convenient Office Locator to find our office(s) nearest you.

Asset allocation and diversification do not guarantee a profit or protect against a loss.

To learn more about the potential risks and rewards of investing in fixed income, please access the Securities Industry and Financial Markets Association’s “Learn More” section of investinginbonds.com, FINRA’s “Smart Bond Investing” section of finra.org, and the Municipal Securities Rulemaking Board’s (MSRB) Electronic Municipal Market Access System (EMMA) “Education Center” section of emma.msrb.org.

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