Muni 360 The comprehensive view of the municipal bond market.

November 15, 2019

MacKay Municipal Managers™ employs a relative value investment approach across all of their municipal strategies, with a focus on total return. The team seeks to capitalize on opportunities created by the mispricing of securities and will move along the credit curve based on where they find the best relative value. An emphasis is placed on risk management, and they currently do not employ leverage in the mutual funds they manage, which can increase volatility. The team’s active research-driven process and keen emphasis on risk control may benefit investors seeking attractive tax-free income.

Spotlight

RSF Social Finance

RSF Social Finance is a financial services organization dedicated to revolutionizing how people relate to money. RSF provides opportunities for people to align their investing and giving with their values and connects social entrepreneurs with diverse forms of capital. We believe that people are served best by long-term financial relationships that are direct, transparent, and personal. These relationships build the foundation for trust and collaboration to emerge, leading to long-term social, economic, and ecological benefit.

OTHER WHITEPAPERS
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Re-wiring financial services operations for a bold future

whitePaper | May 5, 2022

Massive changes has been underway for some time across the Industry .fintechs disrupted tradition introducing consumer to new ways to get the service they need.

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ECMS: a game changer to access your central bank

whitePaper | June 21, 2022

Central banks play an important role in ensuring sufficient liquidity is available to financial markets. Historically, they have always acted as lenders of last resort by providing distressed institutions with liquidity, in addition to processing more routine operations, for example by providing credit to support settlement in central bank money. Perceptions around accessing central bank liquidity have been progressively changing and today using central bank credit has become a commonly used liquidity management tool for many financial institutions. This shift started as a result of the financial crisis of 2008.

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The digital drive to replace the passport in financial services

whitePaper | February 17, 2020

Despite the onward march of technology, especially in the financial services sector, methods of authentication and identity confirmation appear to be falling behind the curve. While biometrics may be making inroads into the industry, the passport and the paper document remain the dominant way that many organizations authenticate their users via know your customer (KYC) checks and controls, which have become an ever-more important factor in a banks’ success.

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What will the future of banking look like?

whitePaper | December 18, 2019

The financial services industry is in upheaval and while there is a lot of recent talk about rising complexity and disruption, this transformation has actually been almost twenty years in the making. Since the year 2000, banks have faced stricter and more regulations, driving up the cost of compliance. Investment in new fintech players has grown steadily in the last decade.

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Credit-as-a-Service: Connecting customers and lenders to drive value

whitePaper | July 26, 2022

For a very long time, incumbent banks/financial institutions have remained the pillars or stalwarts of the banking industry. Be it a retail consumer or a business, banks have remained a one-stop solution for all their financial needs. However, financial institutions have had their fair share of challenges in the past decade, which have ultimately trickled down towards the end consumer and revolutionized banking as we know it.

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Muni Bonds: making every basis point matter

whitePaper | November 14, 2019

Municipal bond funds experienced strong flows in 2019, as tailwinds from the country’s new tax code (the 2017 Tax Cuts and Jobs Act “TCJA”) and low interest rates found investors flocking to the asset class for the tax benefit. Add in strong year-to-date performance, and investors may be asking if they missed the boat and if it’s too late to invest in municipal bonds. Yet, there are clear and distinct reasons why municipal bonds are still an attractive investment for investors today.

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Spotlight

RSF Social Finance

RSF Social Finance is a financial services organization dedicated to revolutionizing how people relate to money. RSF provides opportunities for people to align their investing and giving with their values and connects social entrepreneurs with diverse forms of capital. We believe that people are served best by long-term financial relationships that are direct, transparent, and personal. These relationships build the foundation for trust and collaboration to emerge, leading to long-term social, economic, and ecological benefit.

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