Surya Pisapati

USBAM’s investment process strives to preserve principal, maintain liquidity, manage risk to client parameters, and produce returns commensurate with client goals. The firm primarily utilizes fundamental analysis in managing client assets. They focus on taxable and tax-exempt high-quality fixed income securities with investment objectives of safety, liquidity, diversification and yield.

PFMAM manages several fixed-income portfolios on a total return basis. They also implement liability-driven strategies that seek to generate cash flows from a portfolio of fixed-income securities to match specific liabilities such as bond-funded defeasance accounts, construction accounts and insurance liabilities. The firm uses top-down analysis to assess macroeconomic conditions including interest rates, the shape of the yield curve, Federal Reserve monetary policy, and current and historical yield spreads between sectors. It is a key element of their duration and sector allocation decision-making process. PFMAM utilizes a bottom-up approach to security selection that seeks to identify those industries and issuers with fundamental characteristics and financial strength that enhances their potential to perform well. They incorporate low-risk active management techniques designed to augment their relative value approach.

Functions as a College/University

Functions as a College/University

Provides asset & wealth management, retail and business banking, capital, commodities & financing services

Spouting Rock Financial Partners invests in companies located in United States. The firm focuses on a broad range of sectors and industries. It provides financing for early, growth and buyout stage capital requirements.