Strategic Portfolio Review

Our Strategic Portfolio Review helps you monitor and assess your current portfolio and develop an action plan to reposition it as desired, balancing risk and rate based on your objectives, future plans, current market conditions, and future market scenarios.

Our Strategic Portfolio Review includes:

• Reducing and stabilizing long-term borrowing costs and simplifying collateral and covenant requirements.
• Assessing the value of and opportunity to achieve an investment grade rating.
• Analyzing the impact on existing ratings due to evolving ratings criteria, future debt plans, operating performance, and market conditions.
• Positioning portfolio and relationships for future projects.
• Preparing presentations for the Finance Committee and Board.
• Providing market updates to review conditions and highlight opportunities.
• Creating or reviewing debt, swap, and liquidity policies.