Derivative and Debt Portfolio Valuation Reporting

Managing Director

SFG keeps detailed records of all bond and derivative portfolios for our clients. We use state of the art software to customize each report to adhere to our clients’ varying needs, so that they are able to see the most important metrics of their positions, whether that be Mark-to-Market values, hedge effectiveness testing, PV01s, Average Remaining Life and much more. You tell us what is important, and we will make sure that data is at your fingertips.