C2 Investment Group

PRODUCTS:

C2 Investment Group (C2IG) is the leader in providing innovative, web-based investment solutions for municipalities and other governmental entities. We are committed to developing sophisticated investment tools for today's volatile financial markets.

The Optimizer is a systematic approach to investment management that empowers money managers to achieve peak performance with their investment portfolio. The goal is to replicate the total return performance of a client selected government bond index First, a C2IG professional will assist clients in selecting a bond index that complies with the investment guidelines and risk parameters of the particular fund to be invested. Next, the Optimizer selects a small basket of securities that essentially replicates the important characteristics of the much larger selected index. Finally, the Optimizer provides specific monthly buy/sell recommendations to rebalance the portfolio so that a close approximation to the index is maintained. Since Optimizer portfolios consist only of Treasuries and large issues of Agency securities, the safety and liquidity required by governmental entities is maintained. Optimizer offers an easy to manage, time efficient investment plan that eliminates day-to-day investment decisions and takes the guesswork out of where interest rates are going.

To register for an online demonstration of the Optimizer Click Here

The Tracker is a tool that allows money managers to maintain essential investment information and produce a variety of easy-to-read portfolio reports to assist in managing and evaluating their portfolios. It replaces time intensive Excel spreadsheets, eliminates duplicate data entry and requires no software installation or expensive maintenance fees. Investment officers can use the Tracker to record securities data and portfolio transaction information. Standard reports include Transaction Summary , Portfolio Holdings, Distribution , Securities File , Gain and Loss and Cash Flow . Portfolio performance can be analyzed through the Overall Performance report or the Performance by Security report. A key feature of the Tracker is the ability to get reports the way you want them by utilizing the Custom Reports option. C2IG provides complimentary initial portfolio set-up and training as well as ongoing user assistance with its online Help Tutorials .

To view an online demonstration of the Tracker Click Here

To sign up for a 60-day free trial Click Here

About Us Products Contact Us	PRODUCTS: C2 Investment Group (C2IG) is the leader in providing innovative, web-based investment solutions for municipalities and other governmental entities. We are committed to developing sophisticated investment tools for today's volatile financial markets. The *Optimizer* is a systematic approach to investment management that empowers money managers to achieve peak performance with their investment portfolio. The goal is to replicate the total return performance of a client selected government bond index First, a C2IG professional will assist clients in selecting a bond index that complies with the investment guidelines and risk parameters of the particular fund to be invested. Next, the *Optimizer* selects a small basket of securities that essentially replicates the important characteristics of the much larger selected index. Finally, the *Optimizer* provides specific monthly buy/sell recommendations to rebalance the portfolio so that a close approximation to the index is maintained. Since *Optimizer* portfolios consist only of Treasuries and large issues of Agency securities, the safety and liquidity required by governmental entities is maintained. *Optimizer* offers an easy to manage, time efficient investment plan that eliminates day-to-day investment decisions and takes the guesswork out of where interest rates are going. To register for an online demonstration of the Optimizer Click Here The *Tracker* is a tool that allows money managers to maintain essential investment information and produce a variety of easy-to-read portfolio reports to assist in managing and evaluating their portfolios. It replaces time intensive Excel spreadsheets, eliminates duplicate data entry and requires no software installation or expensive maintenance fees. Investment officers can use the *Tracker* to record securities data and portfolio transaction information. Standard reports include Transaction Summary , Portfolio Holdings, Distribution , Securities File , Gain and Loss and Cash Flow . Portfolio performance can be analyzed through the Overall Performance report or the Performance by Security report. A key feature of the *Tracker* is the ability to get reports the way you want them by utilizing the Custom Reports option. C2IG provides complimentary initial portfolio set-up and training as well as ongoing user assistance with its online Help Tutorials . To view an online demonstration of the Tracker Click Here To sign up for a 60-day free trial Click Here