CASE STUDIES
Deeply ingrained in our firm's culture is the dedication and commitment to service no matter the environment. Despite its short history, AVG has performed and exceeded client expectations whether market conditions are calm or turbulent. Please see more in the following case stories for more.
$20 million Dollar Municipal Bond Portfolio Liquidation
AVG was hired by a large institutional investor to immediately sell a position of over $20mil in its municipal bonds portfolio. The market was currently experiencing heightened volatility due to political risk, the end of the year, and Federal Reserve rate change concerns. The client required immediate execution with market timing and liquidity concerns and needed a trusted advisor to navigate this uncertain environment.
What We Did?
AVG discussed the concerns and risks with the client. AVG conducted a risk analysis and put together an execution campaign. AVG immediately sourced bids from industry leading bond trading platforms and from our existing client base.
What was the Outcome?
AVG was able to offer best execution while quickly and efficiently liquidating the clients' position at offered side or near offered side executions.
AVG was hired by a large institutional investor to immediately sell a position of over $20mil in its municipal bonds portfolio. The market was currently experiencing heightened volatility due to political risk, the end of the year, and Federal Reserve rate change concerns. The client required immediate execution with market timing and liquidity concerns and needed a trusted advisor to navigate this uncertain environment.
What We Did?
AVG discussed the concerns and risks with the client. AVG conducted a risk analysis and put together an execution campaign. AVG immediately sourced bids from industry leading bond trading platforms and from our existing client base.
What was the Outcome?
AVG was able to offer best execution while quickly and efficiently liquidating the clients' position at offered side or near offered side executions.
