Fixed Income Strategy ( Sample PDF )

The Fixed Income Strategy Report offers insight and specific investment ideas related to fixed income securities. The report includes detailed economic and interest-rate forecasts, and an analysis of the Treasury yield curve and the corporate and municipal bond markets. To generate investment ideas, we have developed screens that draw from the securities issued by the hundreds of leading companies under coverage. By using this report in conjunction with our Portfolio Selector or Model Portfolios, clients can offer a full array of investment ideas spanning both stocks and bonds.

Industry Investment Analysis ( Sample PDF )

In this report, our analysts go in-depth into the industries they cover. The reports are rich in graphics, and generally echo our Six-Point approach to investment decision-making.

Institutional Model Portfolio   ( Sample PDF )

The Institutional Model Portfolio is a diversified portfolio of about 50 blue-chip stocks. We seek to achieve total returns in excess of our benchmark, the S&P 500, through a combination of capital gains and dividend income. We also seek to keep turnover low in order to minimize trading expenses and taxes. Our portfolio typically has investments in each of the ten industry sectors of the S&P 500 and our sector weights are generally within 200-300 basis points of their respective market weights. The model portfolio is popular with bank trust departments and other institutional investors seeking broad exposure to U.S. large-cap stocks.

For the Investment Policy Statement and performance information on the Institutional Model, please click here.

Investment Portfolio Guide   ( Sample PDF )

This monthly report is a favorite of institutional investors. It includes proprietary asset allocation and market valuation tables, details on S&P 500 earnings estimates, sector analysis tables, and style analysis charts. We also publish monthly commentaries on the 10 key economic sectors and tables detailing key financial metrics for each of the hundreds of leading U.S. companies that we have under coverage.

Master List & Index  ( Sample PDF )

This is a monthly report, listing all companies covered by Argus, their current ratings and date on which those ratings were established. The Index, which provides a list of all Argus reports printed within the last six months, is an important tool for monitoring portfolios.

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