Custom Investment Strategy
The IFA Investment Management & Arbitrage Rebate Program’s objective is to help clients maximize retainable earnings while seeking to ensure the safety and liquidity of their funds.
Investment strategies are customized for all related funds of the bond issue whether short or long-term funds.
The Investment Manager offers unbiased evaluation of the IFA Investment Management Program's available investment options, taking into account the specifics of each client's bond
issue and arbitrage rebate position along with current and expected market conditions.
The overall investment strategy is customized based upon:
- Individual client’s investment objectives and preferences
- Individual client’s liquidity needs and the expected expenditure schedule
- Current and expected level of interest rates and shape of the yield curve
- Bond yield
- Application of the arbitrage rebate regulations and any exceptions to those regulations
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