Research

The Duncan-Williams, Inc. Financial Services Group keeps our financial institutional clients up to date on the latest data, trends and strategies by publishing Research and Portfolio Management Strategies. Our research covers a broad array of topics such as different market sectors (Commercial Mortgage Backed Securities or Covered Bond Securities) or new accounting rules that would require a deeper fundamental understanding from investors. This group also publishes very specific and timely portfolio management strategies that could help various types of financial institutions meet balance sheet goals to reduce risk, manage duration exposure, and increase portfolio yield or balance sector allocation within the investment portfolio.


Click here to see an example of an update from the Research group.