Core Fixed Income

Description
Core Fixed Income is designed for investors who seek stability, clarity, and disciplined allocation in the bond market. The service delivers personalized research on up to three bonds tailored to each client’s specific objectives, providing independent insights to support informed decisions and long-term portfolio resilience.

Details
Engagement begins with a focused discovery session to define objectives, risk tolerance, liquidity needs, currency preferences, and any policy or mandate constraints. We document these parameters in a brief engagement note so that selection criteria, exclusions, and approval requirements are explicit from the start. This alignment ensures the research stays tightly scoped and committee-ready.

Our analysts then scan the global investment-grade universe consistent with the agreed profile, considering sector balance, issuer concentration, maturity structure, and secondary-market depth. Shortlisted issuers undergo fundamental credit review—cash-flow durability, leverage trends, refinancing profile, and business risk—supported by qualitative assessment of governance, disclosure standards, and potential headline or ESG controversies relevant to institutional oversight.

For each candidate bond, we examine structure and contract terms with an emphasis on practical risk: call features and make-whole provisions, subordination, covenant quality, security packages (if applicable), settlement conventions, and typical OTC liquidity conditions. We frame duration and spread exposure in plain language, highlighting where the instrument fits within the client’s existing allocation and which risks it is intended to carry or offset.

Scenario analysis is included to illustrate downside dynamics. We test interest-rate shocks, credit-spread widening, and issuer-specific stress, and we outline pragmatic mitigants such as staging entries, maturity laddering, or position sizing within stated limits. The objective is to support informed decision-making, not to predict markets.

Deliverables consist of a concise investment memorandum for each bond and a one-page executive brief summarizing rationale, key risks, expected portfolio role, and monitoring triggers. Where useful, we add an implementation note covering RFQ etiquette, indicative settlement considerations with common custodians, and documentation references for internal audit trails. Hedgebra does not take custody or execute trades; clients retain full control over orders, brokers, and timing.

Post-selection, we agree on a light monitoring cadence to revisit thesis checkpoints, event risks, and market conditions. If circumstances change, we update the analysis and provide a clear view of hold, trim, or replace options within the original objectives and guardrails. Throughout, the emphasis remains on transparency, repeatability, and governance-grade documentation suitable for Investment Committees and external reviewers.

Price: $997 one-time

"True financial success is not measured in short-term gains, but in the trust and legacy we build together."