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Investment Strategy Development

Every portfolio manager needs an investment strategy, and the strategy development process is one that should not be done in a vacuum. The Baker Group helps clients manage their institutions as a system of uniquely interrelated parts that are constantly changing. This is the dynamic framework within which institution-specific strategy development takes place.

Strategy development requires a holistic, top-down view of the institution, the balance sheet, and the portfolio itself. Cash flow needs, tax position, asset/liability posture, and regulatory considerations must all be analyzed and assessed, along with liquidity risk, capital position, credit analysis, and funding issues. All must be coordinated within a framework of total resource integration that works to optimize performance and minimize risk. Only then can the optimal investment strategy for your institution be developed and executed appropriately.

1601 NW Expressway, 20th Floor
Oklahoma City, OK 73118-1466

Phone: 405.415.7200
Toll-Free: 800.937.2257
Fax: 405.415.7392

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