One of the most comprehensive teams serving municipalities
We stand out in the industry for dedicating significant strategy resources to the public fund sector
Custom Investment Plan Program
An investment policy is not an investment plan. Our team of industry professionals will help you implement a customized investment plan based on your unique needs, ensuring safety, liquidity and yield.
Traditional fixed-income sales and services
Piper Sandler provides strong services in the products that matter most to public entities, particularly in the origination and trading of GSE/agency and taxable municipal debt. We also provide cross-market relative value analysis, regular economic, market and sectoral reports, as well as key intraday information, including the Public Entity Daily email.
Managed money solutions
We deliver internally administered managed solutions based on our Custom Investment Plan approach. Our team also has long-standing relationships with external partners to provide other managed money solutions.
Reporting and analytics services
Based on the unique characteristics of municipalities, we provide standard and customized reports, including portfolio reviews, municipal surveillance and corporate surveillance. In some cases, we also provide portfolio accounting.
Piper Sandler maintains a strong emphasis on industry organization participation and education. Our team attends, supports and speaks at many municipal organizations, both national and regional. We are willing to craft comprehensive one-on-one educational series for municipalities geared towards all levels of the organization, including management and the investment committee. We also host a webinar series entitled, Focus on Public Entities, which covers a variety of important topics for municipalities.
We work in close collaboration with our public finance division and the financial strategies group.
Why partner with us?
Our group is well-versed in the implications of industry regulations, state code and investment policy, as well as the politics involved with public fund investing. For clients that manage their funds internally, we provide our Custom Invest Plan Program and highly competitive, traditional fixed-income coverage and services. For clients that outsource their portfolio management, we provide a range of managed solutions designed to meet the unique needs of municipalities. Every action we take is driven by the needs of our clients and our desire to provide best-in-class products and services.