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.

Global Presence. Custom Solutions.

Who We Serve

We serve an array of institutional, municipal, and corporate customers — from community banks to large-scale institutions — with strategies scaled to your balance sheet and grounded in decades of experience.

90+

Years Combined Team Experience

45%

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

1200+

Portfolios on our Analytics Platform

90+

Years Combined Team Experience

45%

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

1200+

Portfolios on our Analytics Platform

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.