SVB Asset Management

Investment Philosophy

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Investment Management Process

A Comprehensive Approach to Your Portfolio
Our investment management process involves three key components: an initial thorough assessment of your needs, portfolio management, and ongoing relationship management and reporting. As part of the Silicon Valley Bank family, we emphasize the importance of relationship management, providing you with a dedicated client service team and comprehensive reporting solutions.

Our investment management process seeks to deliver the best in client service, grounded in a broad understanding of your unique financial needs.

Client Assessment Liquidity requirement review Investment horizon analysis Consultative review of investment policy • Maturity • Credit ratings • Concentration limits	Portfolio Management Implementation of investment policy Monthly liquidity review Compliance monitoring	Relationship Management Dedicated client service team Monthly accounting reports • FAS 115 data • GL entries


Our Portfolio Management Process We apply a disciplined, three stage portfolio management approach:
Fixed Income Environment Yield curve analysis Economic research Fed interest rate policy	Security Selection Sector analysis Credit review Approved issuer list Daily screening	Trading and Execution Integrated trading operation State-of-the-art software trading and compliance platform Volume pricing 20+ institutional trading relationships
Fixed income environment analysis, including tracking economic trends that influence Fed interest rate policy and yield curve analysis to determine potential impact of yield curve shifts and twists on portfolios	Security selection based on sector analysis, financial fundamentals, review of third-party research, and daily screening of approved issuers	Trading and execution based on years of experience in a variety of fixed income markets We are able to provide volume benefits by bundling trades to optimum size for the particular asset class.