Portfolio Strategies & Analytics

Total Balance Sheet Approach

Analysis, strategies, services, and solutions in the context of your overall balance sheet. Explore our balance sheet management solutions here.

Portfolio Analytics

A range of analytics including the Portfolio Performance Analysis (PPA), Municipal Credit Review (MCR), Strategic Investment Plan (SIP), Bond Swap Analysis, Leverage Transaction Analysis, and more.

Customer Engagement

Meetings and presentations with your institution's investment team and Board/ALCO committees; regular speaking engagements at conferences and industry events nationwide.

Education & Insights

Access to weekly commentary covering the markets, regulations, accounting, and other topics; webinars; and on-demand courses through FHN Financial Academy (coming soon).

GLOBAL PRESENCE, CUSTOM SOLUTIONS

Who We Serve

We provide tailored strategies to meet the unique needs of depository institutions, ensuring stability, growth, and long-term success.

Years Combined Experience

45%

Of All Banks in the US with $100 M+ Portfolios

1200

Portfolios

Countries

Years Combined Experience

45%

Of All Banks in the US with $100 M+ Portfolios

1200

Portfolios

Countries

* Lorem ipsum dolor sit amet consectetur. Blandit ut ut amet consequat est.

myFHN CUSTOMER PORTAL

Analytics On-Demand.

Your fixed income insights, elevated. 24/7 access to customized reports, interactive analytics, economic commentary, and essential resources. Contact us to learn more about myFHN.