Portfolio Review & Advisement

Investments in structured financings should be periodically reviewed by the holder. Structured investments are premised on the assumption of a fixed economic and tax environment over the term of an agreement. In practice, many factors change and influence the financial performance of structured investments, including:

• An institution's appetite for an issuer's credit
• Ability to use tax elements of ownership on a timely basis
• Assessment of the residual value of an asset
• Changing financial performance of the holder
• Changing macro-economic environment

MSF works with clients who own structured investments to maximize or accelerate returns and/or to reduce risk. MSF has developed a range of strategies to maximize the current and future value of structured assets, including restructuring, buying or selling, issuing options, or other changes.

MSF's knowledge, experience and creativity make it an ideal partner for institutions to systematically review their portfolio of structured financings. Contact us today and discuss your situation directly with one of our principals.