Due to Lack of key information and financial analysis, non-profits struggle to better evaluate future risks and make better investment decisions.
Timing could be the difference between increasing the risk of their investments or losing money they could invest in their valuable missions.
Unavailability of the true value market price to the fiduciaries along with biased information.
PFITR want non-profits to relax over their fixed income security investments and to let them focus on their more important missions. Since, these organizations have managed to build a portfolio they want to see grow, it is vital that the Bonds, Notes, CD’s, Treasury bills or other that they purchase will expose the risks they face and assure them some yield. While also allowing them to save some money when knowing the exact price of these purchases and being able to negotiate with their brokers, this is how PFITR helps non-profits with this endeavor.
PFITR will coach them on the process of investing, so they can easily identify what complies with their policies, while also giving them the tool to have an internal control that will empower their investment decision making process.
What solves the problem of ignoring the risks of investments? And the head aches it causes to realize how much commissions investors have paid on their purchases, to only get fixed income securities that are not the best fit for their portfolios? Transparent information and the necessary coaching to understand the financial data they have access to, with our technology.
We want to care for the non-profits that invest in bonds, as much as they care for their missions. Their money is valuable, that we will commit to guide them through the investment process and train them on how to use our solutions like the Bond Price Validation tool to its best potential. So they can immediately see a benefit of being better informed, when having access to transparent data, price history and measurable risk.