For institutional holders of fixed income bonds and fixed income investors, Oakleaf provides a granular, bottom-up approach to fixed income portfolio management. With our industry-proven analytics, we offer our clients a wide spectrum of portfolio management and valuation options depending on their unique needs:
- Our comprehensive valuation methodology combines seasoned staff with market-tested modeling expertise.
- Oakleaf internal resources offer a wealth of knowledge derived from many years in securitization. Our internal and advisory team encompasses experience with issuers, trustees, investors, bankers, portfolio managers, and GSEs.
- Our analysis incorporates a vast understanding of underlying collateral, structural nuances, and their impact on valuation.
Oakleaf services in this area include:
- RMBS Special Situation Analytics & Strategy Support
- Independent Portfolio Valuation
- Credit Risk Transfer
- Whole Loan Portfolio Management